Advisory Research’s Silicon Motion SIMO Stock Holding History

Advisory Research’s Portfolio SIMO Stock Details SIMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-25,805	Closed	-$1.37M	–	415
2017 Q4	$1.37M	Hold	25,805	–	–	0.02%	254
2017 Q3	$1.24M	Hold	25,805	–	–	0.02%	275
2017 Q2	$1.25M	Buy	+25,805	New	+$1.28M	0.02%	290

Other funds holding SIMO

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return

Advisory Research's SIMO Position: Q1 2018 in Review

Advisory Research sold out of Silicon Motion (SIMO) in Q1 2018, closing a stake of 25,805 shares — an estimated $1.37M sold.

Advisory Research first reported a position in SIMO in Q2 2017 and held it in 3 quarters. The position peaked at $1.37M in Q4 2017. 144 funds tracked by Wall St. Rank hold SIMO as of Q1 2018.

Advisory Research reported no remaining Silicon Motion position as of Q1 2018 after selling out during the quarter.
Advisory Research sold 25,805 Silicon Motion shares in Q1 2018, an estimated $1.37M.
Advisory Research first reported a position in Silicon Motion in Q2 2017 and held it in 3 quarters.
Advisory Research's Silicon Motion position peaked at $1.37M in Q4 2017.
144 funds tracked by Wall St. Rank held Silicon Motion as of Q1 2018.

Based on Advisory Research's 13F filing for Q1 2018, filed 15 May 2018.