AP
SI

Atwood & Palmer’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Atwood & Palmer’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
2015
Q1 		– Sell
-35
Closed -$4K – 362
2014
Q4 		$4K Buy
+35
New +$4K ﹤0.01% 357
2014
Q3 		– Sell
-35
Closed -$5K – 404
2014
Q2 		$5K Buy
+35
New +$4.68K ﹤0.01% 300

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
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
KFC
Klingenstein Fields & Co New York $2.54B AUM 22.19% 1-Year Est. Return

Atwood & Palmer's SI Position: Q1 2015 in Review

Atwood & Palmer sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q1 2015, closing a stake of 35 shares — an estimated $4K sold.

Atwood & Palmer first reported a position in SI in Q2 2014 and held it in 2 quarters. The position peaked at $5K in Q2 2014. 100 funds tracked by Wall St. Rank hold SI as of Q1 2015.

  • Atwood & Palmer reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q1 2015 after selling out during the quarter.
  • Atwood & Palmer sold 35 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q1 2015, an estimated $4K.
  • Atwood & Palmer first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q2 2014 and held it in 2 quarters.
  • Atwood & Palmer's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $5K in Q2 2014.
  • 100 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q1 2015.

Based on Atwood & Palmer's 13F filing for Q1 2015, filed 5 May 2015.