Fusion Family Wealth’s SiriusXM SIRI Stock Holding History

Fusion Family Wealth’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
2019 Q1	–	Sell	-800	Closed	-$46K	–	230
2018 Q4	$46K	Hold	800	–	–	0.01%	116
2018 Q3	$51K	Hold	800	–	–	0.01%	113
2018 Q2	$54K	Hold	800	–	–	0.02%	124
2018 Q1	$50K	Hold	800	–	–	0.02%	114
2017 Q4	$43K	Buy	+800	New	+$44.2K	0.01%	137
2017 Q3	–	Sell	-800	Closed	-$44K	–	284
2017 Q2	$44K	Hold	800	–	–	0.02%	127
2017 Q1	$41K	Hold	800	–	–	0.02%	128
2016 Q4	$36K	Buy	+800	New	+$34.8K	0.02%	145

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fusion Family Wealth's SIRI Position: Q1 2019 in Review

Fusion Family Wealth sold out of SiriusXM (SIRI) in Q1 2019, closing a stake of 800 shares — an estimated $46K sold.

Fusion Family Wealth first reported a position in SIRI in Q4 2016 and held it in 8 quarters. The position peaked at $54K in Q2 2018. 648 funds tracked by Wall St. Rank hold SIRI as of Q1 2019.

Fusion Family Wealth reported no remaining SiriusXM position as of Q1 2019 after selling out during the quarter.
Fusion Family Wealth sold 800 SiriusXM shares in Q1 2019, an estimated $46K.
Fusion Family Wealth first reported a position in SiriusXM in Q4 2016 and held it in 8 quarters.
Fusion Family Wealth's SiriusXM position peaked at $54K in Q2 2018.
648 funds tracked by Wall St. Rank held SiriusXM as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.