First Trust Advisors
SWIR

First Trust Advisors’s Sierra Wireless SWIR Stock Holding History

First Trust Advisors’s Portfolio SWIR Stock Details SWIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-17,802
Closed -$220K – 2533
2019
Q1 		$220K Buy
+17,802
New +$244K ﹤0.01% 2332
2017
Q3 		– Sell
-16,346
Closed -$459K – 2477
2017
Q2 		$459K Sell
16,346
-12,931
-44% -$353K ﹤0.01% 2101
2017
Q1 		$777K Buy
+29,277
New +$675K ﹤0.01% 1936

Other funds holding SWIR

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors's SWIR Position: Q2 2019 in Review

First Trust Advisors sold out of Sierra Wireless (SWIR) in Q2 2019, closing a stake of 17,802 shares — an estimated $220K sold.

First Trust Advisors first reported a position in SWIR in Q1 2017 and held it in 3 quarters. The position peaked at $777K in Q1 2017. 98 funds tracked by Wall St. Rank hold SWIR as of Q2 2019.

  • First Trust Advisors reported no remaining Sierra Wireless position as of Q2 2019 after selling out during the quarter.
  • First Trust Advisors sold 17,802 Sierra Wireless shares in Q2 2019, an estimated $220K.
  • First Trust Advisors first reported a position in Sierra Wireless in Q1 2017 and held it in 3 quarters.
  • First Trust Advisors's Sierra Wireless position peaked at $777K in Q1 2017.
  • 98 funds tracked by Wall St. Rank held Sierra Wireless as of Q2 2019.

Based on First Trust Advisors's 13F filing for Q2 2019, filed 30 Jul 2019.