Apriem Advisors’s SiriusXM SIRI Stock Holding History

Apriem Advisors’s Portfolio SIRI Stock Details SIRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-6,194	Closed	-$346K	–	134
2019 Q2	$346K	Buy	6,194 +630	+11%	+$35.8K	0.11%	91
2019 Q1	$315K	Buy	5,564 +1,440	+35%	+$85.8K	0.08%	96
2018 Q4	$235K	Hold	4,124	–	–	0.08%	108
2018 Q3	$261K	Hold	4,124	–	–	0.06%	119
2018 Q2	$279K	Sell	4,124 -20	-0.5%	-$1.35K	0.06%	108
2018 Q1	$259K	Buy	4,144 +100	+2%	+$6K	0.06%	110
2017 Q4	$217K	Sell	4,044 -14	-0.3%	-$773	0.05%	119
2017 Q3	$224K	Buy	4,058 +14	+0.3%	+$775	0.06%	120
2017 Q2	$221K	Hold	4,044	–	–	0.06%	121
2017 Q1	$208K	Hold	4,044	–	–	0.06%	120
2016 Q4	$180K	Sell	4,044 -220	-5%	-$9.57K	0.05%	128
2016 Q3	$178K	Buy	4,264 +185	+5%	+$7.72K	0.05%	122
2016 Q2	$161K	Hold	4,079	–	–	0.05%	124
2016 Q1	$161K	Hold	4,079	–	–	0.06%	110
2015 Q4	$166K	Hold	4,079	–	–	0.06%	106
2015 Q3	$153K	Buy	4,079 +3,524	+635%	+$135K	0.06%	110
2015 Q2	$21K	Hold	555	–	–	0.01%	321
2015 Q1	$21K	Hold	555	–	–	0.01%	312
2014 Q4	$19K	Sell	555 -150	-21%	-$5.16K	0.01%	304
2014 Q3	$25K	Hold	705	–	–	0.01%	278
2014 Q2	$24K	Hold	705	–	–	0.01%	262
2014 Q1	$23K	Sell	705 -184	-21%	-$6.5K	0.01%	288
2013 Q4	$31K	Hold	889	–	–	0.01%	251
2013 Q3	$34K	Buy	889 +234	+36%	+$8.71K	0.01%	235
2013 Q2	$22K	Buy	+655	New	+$21.5K	0.01%	268

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Apriem Advisors's SIRI Position: Q3 2019 in Review

Apriem Advisors sold out of SiriusXM (SIRI) in Q3 2019, closing a stake of 6,194 shares — an estimated $346K sold.

Apriem Advisors first reported a position in SIRI in Q2 2013 and held it in 25 quarters. The position peaked at $346K in Q2 2019. 587 funds tracked by Wall St. Rank hold SIRI as of Q3 2019.

Apriem Advisors reported no remaining SiriusXM position as of Q3 2019 after selling out during the quarter.
Apriem Advisors sold 6,194 SiriusXM shares in Q3 2019, an estimated $346K.
Apriem Advisors first reported a position in SiriusXM in Q2 2013 and held it in 25 quarters.
Apriem Advisors's SiriusXM position peaked at $346K in Q2 2019.
587 funds tracked by Wall St. Rank held SiriusXM as of Q3 2019.

Based on Apriem Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.