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Haverford Financial Services’s SiriusXM SIRI Stock Holding History

Haverford Financial Services’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
2018
Q2 		– Sell
-6,550
Closed -$409K – 91
2018
Q1 		$409K Buy
6,550
+1,550
+31% +$93.1K 0.16% 54
2017
Q4 		$269K Buy
+5,000
New +$276K 0.1% 80

Other funds holding SIRI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Haverford Financial Services's SIRI Position: Q2 2018 in Review

Haverford Financial Services sold out of SiriusXM (SIRI) in Q2 2018, closing a stake of 6,550 shares — an estimated $409K sold.

Haverford Financial Services first reported a position in SIRI in Q4 2017 and held it in 2 quarters. The position peaked at $409K in Q1 2018. 560 funds tracked by Wall St. Rank hold SIRI as of Q2 2018.

  • Haverford Financial Services reported no remaining SiriusXM position as of Q2 2018 after selling out during the quarter.
  • Haverford Financial Services sold 6,550 SiriusXM shares in Q2 2018, an estimated $409K.
  • Haverford Financial Services first reported a position in SiriusXM in Q4 2017 and held it in 2 quarters.
  • Haverford Financial Services's SiriusXM position peaked at $409K in Q1 2018.
  • 560 funds tracked by Wall St. Rank held SiriusXM as of Q2 2018.

Based on Haverford Financial Services's 13F filing for Q2 2018, filed 10 Aug 2018.