BWFA
SI

Baltimore-Washington Financial Advisors’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Baltimore-Washington Financial Advisors’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
2014
Q1 		– Sell
-125
Closed -$17K – 330
2013
Q4 		$17K Buy
+125
New +$16.1K 0.01% 216

Other funds holding SI

ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BKBG
BHF Kleinwort Benson Group Brussels, Belgium $3.44B AUM 0.95% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Baltimore-Washington Financial Advisors's SI Position: Q1 2014 in Review

Baltimore-Washington Financial Advisors sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q1 2014, closing a stake of 125 shares — an estimated $17K sold.

Baltimore-Washington Financial Advisors first reported a position in SI in Q4 2013 and held it in 1 quarter. The position peaked at $17K in Q4 2013. 335 funds tracked by Wall St. Rank hold SI as of Q1 2014.

  • Baltimore-Washington Financial Advisors reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q1 2014 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 125 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q1 2014, an estimated $17K.
  • Baltimore-Washington Financial Advisors first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q4 2013 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $17K in Q4 2013.
  • 335 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q1 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.