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Cavalier Investments’s Silicon Motion SIMO Stock Holding History

Cavalier Investments’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
-18,800
Closed -$879K – 176
2017
Q2 		$879K Hold
18,800
– – 0.49% 51
2017
Q1 		$879K Sell
18,800
-7,500
-29% -$319K 0.49% 51
2016
Q4 		$1.12M Buy
+26,300
New +$1.2M 0.72% 25

Other funds holding SIMO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Cavalier Investments's SIMO Position: Q3 2017 in Review

Cavalier Investments sold out of Silicon Motion (SIMO) in Q3 2017, closing a stake of 18,800 shares — an estimated $879K sold.

Cavalier Investments first reported a position in SIMO in Q4 2016 and held it in 3 quarters. The position peaked at $1.12M in Q4 2016. 159 funds tracked by Wall St. Rank hold SIMO as of Q3 2017.

  • Cavalier Investments reported no remaining Silicon Motion position as of Q3 2017 after selling out during the quarter.
  • Cavalier Investments sold 18,800 Silicon Motion shares in Q3 2017, an estimated $879K.
  • Cavalier Investments first reported a position in Silicon Motion in Q4 2016 and held it in 3 quarters.
  • Cavalier Investments's Silicon Motion position peaked at $1.12M in Q4 2016.
  • 159 funds tracked by Wall St. Rank held Silicon Motion as of Q3 2017.

Based on Cavalier Investments's 13F filing for Q3 2017, filed 2 Nov 2017.