Destination Wealth Management’s SiriusXM SIRI Stock Holding History

Destination Wealth Management’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 Q2	–	Sell	-25	Closed	-$2K	–	625
2018 Q1	$2K	Buy	+25	New	+$1.5K	﹤0.01%	510
2015 Q3	–	Sell	-1,025	Closed	-$38K	–	206
2015 Q2	$38K	Buy	+1,025	New	+$39.7K	﹤0.01%	251

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return

EAM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Destination Wealth Management's SIRI Position: Q2 2018 in Review

Destination Wealth Management sold out of SiriusXM (SIRI) in Q2 2018, closing a stake of 25 shares — an estimated $2K sold.

Destination Wealth Management first reported a position in SIRI in Q2 2015 and held it in 2 quarters. The position peaked at $38K in Q2 2015. 560 funds tracked by Wall St. Rank hold SIRI as of Q2 2018.

Destination Wealth Management reported no remaining SiriusXM position as of Q2 2018 after selling out during the quarter.
Destination Wealth Management sold 25 SiriusXM shares in Q2 2018, an estimated $2K.
Destination Wealth Management first reported a position in SiriusXM in Q2 2015 and held it in 2 quarters.
Destination Wealth Management's SiriusXM position peaked at $38K in Q2 2015.
560 funds tracked by Wall St. Rank held SiriusXM as of Q2 2018.

Based on Destination Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.