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Avalon Investment & Advisory’s Silicon Motion SIMO Stock Holding History

Avalon Investment & Advisory’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
2015
Q4 		– Sell
-31,614
Closed -$863K – 270
2015
Q3 		$863K Buy
31,614
+8,629
+38% +$231K 0.04% 161
2015
Q2 		$796K Buy
22,985
+5,679
+33% +$185K 0.03% 148
2015
Q1 		$465K Buy
+17,306
New +$472K 0.02% 183

Other funds holding SIMO

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Avalon Investment & Advisory's SIMO Position: Q4 2015 in Review

Avalon Investment & Advisory sold out of Silicon Motion (SIMO) in Q4 2015, closing a stake of 31,614 shares — an estimated $863K sold.

Avalon Investment & Advisory first reported a position in SIMO in Q1 2015 and held it in 3 quarters. The position peaked at $863K in Q3 2015. 149 funds tracked by Wall St. Rank hold SIMO as of Q4 2015.

  • Avalon Investment & Advisory reported no remaining Silicon Motion position as of Q4 2015 after selling out during the quarter.
  • Avalon Investment & Advisory sold 31,614 Silicon Motion shares in Q4 2015, an estimated $863K.
  • Avalon Investment & Advisory first reported a position in Silicon Motion in Q1 2015 and held it in 3 quarters.
  • Avalon Investment & Advisory's Silicon Motion position peaked at $863K in Q3 2015.
  • 149 funds tracked by Wall St. Rank held Silicon Motion as of Q4 2015.

Based on Avalon Investment & Advisory's 13F filing for Q4 2015, filed 16 Feb 2016.