BFG
SIMO icon

Beacon Financial Group’s Silicon Motion SIMO Stock Holding History

Beacon Financial Group’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
2017
Q3 		– Sell
-8,659
Closed -$432K – 189
2017
Q2 		$432K Sell
8,659
-570
-6% -$28.2K 0.08% 135
2017
Q1 		$427K Sell
9,229
-960
-9% -$40.8K 0.08% 133
2016
Q4 		$432K Sell
10,189
-2,453
-19% -$112K 0.09% 133
2016
Q3 		$654K Sell
12,642
-948
-7% -$49.4K 0.14% 106
2016
Q2 		$624K Buy
13,590
+2,301
+20% +$96.6K 0.14% 100
2016
Q1 		$450K Sell
11,289
-88
-0.8% -$2.84K 0.1% 127
2015
Q4 		$365K Buy
+11,377
New +$356K 0.08% 135

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AIM
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Ninety One (UK)
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Fidelity Investments
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Massachusetts Financial Services
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CCMLC
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CWAM
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RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TA
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