CA
SI

CapWealth Advisors’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

CapWealth 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
2013
Q4 		– Sell
-313
Closed -$38K – 438
2013
Q3 		$38K Buy
+313
New +$34.8K 0.01% 174

Other funds holding SI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CapWealth Advisors's SI Position: Q4 2013 in Review

CapWealth Advisors sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q4 2013, closing a stake of 313 shares — an estimated $38K sold.

CapWealth Advisors first reported a position in SI in Q3 2013 and held it in 1 quarter. The position peaked at $38K in Q3 2013. 345 funds tracked by Wall St. Rank hold SI as of Q4 2013.

  • CapWealth Advisors reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q4 2013 after selling out during the quarter.
  • CapWealth Advisors sold 313 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q4 2013, an estimated $38K.
  • CapWealth Advisors first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q3 2013 and held it in 1 quarter.
  • CapWealth Advisors's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $38K in Q3 2013.
  • 345 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q4 2013.

Based on CapWealth Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.