AR
SI

Advisory Research’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Advisory Research’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-94,071
Closed -$6.46M – 476
2017
Q1 		$6.46M Buy
+94,071
New +$6.46M 0.1% 134

Other funds holding SI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.78B AUM 31.35% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Advisory Research's SI Position: Q2 2017 in Review

Advisory Research sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q2 2017, closing a stake of 94,071 shares — an estimated $6.46M sold.

Advisory Research first reported a position in SI in Q1 2017 and held it in 1 quarter. The position peaked at $6.46M in Q1 2017. 74 funds tracked by Wall St. Rank hold SI as of Q2 2017.

  • Advisory Research reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q2 2017 after selling out during the quarter.
  • Advisory Research sold 94,071 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q2 2017, an estimated $6.46M.
  • Advisory Research first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q1 2017 and held it in 1 quarter.
  • Advisory Research's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $6.46M in Q1 2017.
  • 74 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q2 2017.

Based on Advisory Research's 13F filing for Q2 2017, filed 14 Aug 2017.