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Avantax Planning Partners’s Silicon Motion SIMO Stock Holding History

Avantax Planning Partners’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
Q2 		– Sell
-256
Closed -$12K – 1265
2018
Q1 		$12K Buy
+256
New +$12.3K ﹤0.01% 976

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Lazard Asset Management
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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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Avantax Planning Partners's SIMO Position: Q2 2018 in Review

Avantax Planning Partners sold out of Silicon Motion (SIMO) in Q2 2018, closing a stake of 256 shares — an estimated $12K sold.

Avantax Planning Partners first reported a position in SIMO in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 151 funds tracked by Wall St. Rank hold SIMO as of Q2 2018.

  • Avantax Planning Partners reported no remaining Silicon Motion position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 256 Silicon Motion shares in Q2 2018, an estimated $12K.
  • Avantax Planning Partners first reported a position in Silicon Motion in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Silicon Motion position peaked at $12K in Q1 2018.
  • 151 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.