Financial Architects (New Jersey)’s Silicon Motion SIMO Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-500	Closed	-$24K	–	676
2020 Q2	$24K	Hold	500	–	–	0.01%	519
2020 Q1	$18K	Sell	500 -200	-29%	-$8.64K	﹤0.01%	536
2019 Q4	$35K	Hold	700	–	–	0.01%	476
2019 Q3	$25K	Hold	700	–	–	0.01%	557
2019 Q2	$31K	Hold	700	–	–	0.01%	613
2019 Q1	$28K	Hold	700	–	–	﹤0.01%	787
2018 Q4	$24K	Hold	700	–	–	﹤0.01%	763
2018 Q3	$38K	Sell	700 -200	-22%	-$11.1K	0.01%	726
2018 Q2	$48K	Hold	900	–	–	0.01%	583
2018 Q1	$43K	Sell	900 -1,000	-53%	-$48K	0.01%	653
2017 Q4	$101K	Hold	1,900	–	–	0.02%	488
2017 Q3	$91K	Buy	1,900 +800	+73%	+$35.5K	0.02%	517
2017 Q2	$53K	Sell	1,100 -25	-2%	-$1.24K	0.01%	661
2017 Q1	$53K	Buy	1,125 +25	+2%	+$1.06K	0.01%	640
2016 Q4	$47K	Hold	1,100	–	–	0.01%	582
2016 Q3	$57K	Buy	1,100 +100	+10%	+$5.21K	0.02%	543
2016 Q2	$48K	Buy	+1,000	New	+$42K	0.01%	544

Other funds holding SIMO

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

YCM

Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return

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

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

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Financial Architects (New Jersey)'s SIMO Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Silicon Motion (SIMO) in Q3 2020, closing a stake of 500 shares — an estimated $24K sold.

Financial Architects (New Jersey) first reported a position in SIMO in Q2 2016 and held it in 17 quarters. The position peaked at $101K in Q4 2017. 146 funds tracked by Wall St. Rank hold SIMO as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Silicon Motion position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 500 Silicon Motion shares in Q3 2020, an estimated $24K.
Financial Architects (New Jersey) first reported a position in Silicon Motion in Q2 2016 and held it in 17 quarters.
Financial Architects (New Jersey)'s Silicon Motion position peaked at $101K in Q4 2017.
146 funds tracked by Wall St. Rank held Silicon Motion as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.