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Halbert Hargrove Global Advisors’s SiriusXM SIRI Stock Holding History

Halbert Hargrove Global Advisors’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
2013
Q4 		– Sell
-3,525
Closed -$137K – 133
2013
Q3 		$137K Sell
3,525
-121
-3% -$4.5K 0.05% 101
2013
Q2 		$122K Buy
+3,646
New +$120K 0.04% 101

Other funds holding SIRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Halbert Hargrove Global Advisors's SIRI Position: Q4 2013 in Review

Halbert Hargrove Global Advisors sold out of SiriusXM (SIRI) in Q4 2013, closing a stake of 3,525 shares — an estimated $137K sold.

Halbert Hargrove Global Advisors first reported a position in SIRI in Q2 2013 and held it in 2 quarters. The position peaked at $137K in Q3 2013. 446 funds tracked by Wall St. Rank hold SIRI as of Q4 2013.

  • Halbert Hargrove Global Advisors reported no remaining SiriusXM position as of Q4 2013 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 3,525 SiriusXM shares in Q4 2013, an estimated $137K.
  • Halbert Hargrove Global Advisors first reported a position in SiriusXM in Q2 2013 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's SiriusXM position peaked at $137K in Q3 2013.
  • 446 funds tracked by Wall St. Rank held SiriusXM as of Q4 2013.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2013, filed 7 Feb 2014.