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EisnerAmper Wealth Management Corporate Benefits’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
2015
Q3 		– Sell
-2,766
Closed -$281K – 118
2015
Q2 		$281K Sell
2,766
-1,444
-34% -$147K 0.22% 79
2015
Q1 		$456K Buy
4,210
+565
+16% +$61.2K 0.35% 64
2014
Q4 		$408K Buy
+3,645
New +$408K 0.32% 64

Other funds holding SI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
VV
Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
PPCM
Pillar Pacific Capital Management Pacifica, California $1.29B AUM 80.18% 1-Year Est. Return
CCC
Chelsea Counsel Company Los Angeles, California $236M AUM 51.76% 1-Year Est. Return
KFC
Klingenstein Fields & Co New York $2.86B AUM 28.26% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's SI Position: Q3 2015 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q3 2015, closing a stake of 2,766 shares — an estimated $281K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in SI in Q4 2014 and held it in 3 quarters. The position peaked at $456K in Q1 2015. 78 funds tracked by Wall St. Rank hold SI as of Q3 2015.

  • EisnerAmper Wealth Management Corporate Benefits reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q3 2015 after selling out during the quarter.
  • EisnerAmper Wealth Management Corporate Benefits sold 2,766 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q3 2015, an estimated $281K.
  • EisnerAmper Wealth Management Corporate Benefits first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q4 2014 and held it in 3 quarters.
  • EisnerAmper Wealth Management Corporate Benefits's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $456K in Q1 2015.
  • 78 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q3 2015.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q3 2015, filed 2 Oct 2015.