Foresters Investment Management’s Silicon Motion SIMO Stock Holding History

Foresters Investment Management’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
2018 Q4	–	Sell	-226,700	Closed	-$12.2M	–	359
2018 Q3	$12.2M	Buy	226,700 +12,800	+6%	+$709K	0.19%	165
2018 Q2	$11.3M	Sell	213,900 -29,300	-12%	-$1.44M	0.19%	170
2018 Q1	$11.7M	Buy	243,200 +3,738	+2%	+$179K	0.2%	167
2017 Q4	$12.7M	Sell	239,462 -8,171	-3%	-$414K	0.2%	162
2017 Q3	$11.9M	Sell	247,633 -158,200	-39%	-$7.01M	0.19%	168
2017 Q2	$19.6M	Sell	405,833 -100,367	-20%	-$4.97M	0.33%	115
2017 Q1	$23.7M	Buy	506,200 +39,600	+8%	+$1.68M	0.42%	84
2016 Q4	$21M	Buy	466,600 +14,300	+3%	+$653K	0.37%	99
2016 Q3	$23.4M	Buy	452,300 +12,700	+3%	+$662K	0.43%	85
2016 Q2	$21M	Buy	439,600 +339,600	+340%	+$14.3M	0.41%	91
2016 Q1	$3.88M	Buy	+100,000	New	+$3.23M	0.08%	227

Other funds holding SIMO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

AIM

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

YCM

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

Foresters Investment Management's SIMO Position: Q4 2018 in Review

Foresters Investment Management sold out of Silicon Motion (SIMO) in Q4 2018, closing a stake of 226,700 shares — an estimated $12.2M sold.

Foresters Investment Management first reported a position in SIMO in Q1 2016 and held it in 11 quarters. The position peaked at $23.7M in Q1 2017. 146 funds tracked by Wall St. Rank hold SIMO as of Q4 2018.

Foresters Investment Management reported no remaining Silicon Motion position as of Q4 2018 after selling out during the quarter.
Foresters Investment Management sold 226,700 Silicon Motion shares in Q4 2018, an estimated $12.2M.
Foresters Investment Management first reported a position in Silicon Motion in Q1 2016 and held it in 11 quarters.
Foresters Investment Management's Silicon Motion position peaked at $23.7M in Q1 2017.
146 funds tracked by Wall St. Rank held Silicon Motion as of Q4 2018.

Based on Foresters Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.