EFS
SIRI icon

Essex Financial Services’s SiriusXM SIRI Stock Holding History

Essex Financial Services’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
2014
Q1 		– Sell
-5,180
Closed -$181K – 293
2013
Q4 		$181K Buy
+5,180
New +$194K 0.06% 264
2013
Q3 		– Sell
-1,113
Closed -$37K – 274
2013
Q2 		$37K Buy
+1,113
New +$36.6K 0.01% 265

Other funds holding SIRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
SAS
Sarbit Advisory Services Winnipeg, Manitoba, Canada $294M AUM 0.68% 1-Year Est. Return
SCA
SAC Capital Advisors Stamford, Connecticut $19.3B AUM 31.93% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return

Essex Financial Services's SIRI Position: Q1 2014 in Review

Essex Financial Services sold out of SiriusXM (SIRI) in Q1 2014, closing a stake of 5,180 shares — an estimated $181K sold.

Essex Financial Services first reported a position in SIRI in Q2 2013 and held it in 2 quarters. The position peaked at $181K in Q4 2013. 472 funds tracked by Wall St. Rank hold SIRI as of Q1 2014.

  • Essex Financial Services reported no remaining SiriusXM position as of Q1 2014 after selling out during the quarter.
  • Essex Financial Services sold 5,180 SiriusXM shares in Q1 2014, an estimated $181K.
  • Essex Financial Services first reported a position in SiriusXM in Q2 2013 and held it in 2 quarters.
  • Essex Financial Services's SiriusXM position peaked at $181K in Q4 2013.
  • 472 funds tracked by Wall St. Rank held SiriusXM as of Q1 2014.

Based on Essex Financial Services's 13F filing for Q1 2014, filed 8 May 2014.