FIM
SI

Freedom Investment Management’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Freedom Investment Management’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
2018
Q2 		– Sell
-18,509
Closed -$1.18M – 1215
2018
Q1 		$1.18M Buy
18,509
+2,948
+19% +$188K 0.06% 324
2017
Q4 		$1.08M Buy
15,561
+5,773
+59% +$400K 0.06% 339
2017
Q3 		$692K Sell
9,788
-2,445
-20% -$173K 0.04% 469
2017
Q2 		$846K Buy
12,233
+2,314
+23% +$160K 0.05% 377
2017
Q1 		$679K Buy
9,919
+6,597
+199% +$452K 0.04% 429
2016
Q4 		$407K Buy
+3,322
New +$407K 0.03% 564
2014
Q1 		– Sell
-1,558
Closed -$216K – 484
2013
Q4 		$216K Buy
+1,558
New +$201K 0.05% 374

Other funds holding SI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return

Freedom Investment Management's SI Position: Q2 2018 in Review

Freedom Investment Management sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q2 2018, closing a stake of 18,509 shares — an estimated $1.18M sold.

Freedom Investment Management first reported a position in SI in Q4 2013 and held it in 7 quarters. The position peaked at $1.18M in Q1 2018. 69 funds tracked by Wall St. Rank hold SI as of Q2 2018.

  • Freedom Investment Management reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q2 2018 after selling out during the quarter.
  • Freedom Investment Management sold 18,509 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q2 2018, an estimated $1.18M.
  • Freedom Investment Management first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q4 2013 and held it in 7 quarters.
  • Freedom Investment Management's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $1.18M in Q1 2018.
  • 69 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q2 2018.

Based on Freedom Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.