Ballew Advisors’s SiriusXM SIRI Stock Holding History

Ballew 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
2018 Q4	–	Sell	-460	Closed	-$26K	–	383
2018 Q3	$26K	Hold	460	–	–	0.02%	218
2018 Q2	$31K	Buy	460 +210	+84%	+$14.2K	0.03%	203
2018 Q1	$16K	Buy	+250	New	+$15K	0.01%	260

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EAM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Ballew Advisors's SIRI Position: Q4 2018 in Review

Ballew Advisors sold out of SiriusXM (SIRI) in Q4 2018, closing a stake of 460 shares — an estimated $26K sold.

Ballew Advisors first reported a position in SIRI in Q1 2018 and held it in 3 quarters. The position peaked at $31K in Q2 2018. 594 funds tracked by Wall St. Rank hold SIRI as of Q4 2018.

Ballew Advisors reported no remaining SiriusXM position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 460 SiriusXM shares in Q4 2018, an estimated $26K.
Ballew Advisors first reported a position in SiriusXM in Q1 2018 and held it in 3 quarters.
Ballew Advisors's SiriusXM position peaked at $31K in Q2 2018.
594 funds tracked by Wall St. Rank held SiriusXM as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.