Hefty Wealth Partners’s SiriusXM SIRI Stock Holding History

Hefty Wealth Partners’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
2017 Q4	–	Sell	-50	Closed	-$3K	–	263
2017 Q3	$3K	Buy	+50	New	+$2.77K	﹤0.01%	228

Other funds holding SIRI

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Hefty Wealth Partners's SIRI Position: Q4 2017 in Review

Hefty Wealth Partners sold out of SiriusXM (SIRI) in Q4 2017, closing a stake of 50 shares — an estimated $3K sold.

Hefty Wealth Partners first reported a position in SIRI in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 539 funds tracked by Wall St. Rank hold SIRI as of Q4 2017.

Hefty Wealth Partners reported no remaining SiriusXM position as of Q4 2017 after selling out during the quarter.
Hefty Wealth Partners sold 50 SiriusXM shares in Q4 2017, an estimated $3K.
Hefty Wealth Partners first reported a position in SiriusXM in Q3 2017 and held it in 1 quarter.
Hefty Wealth Partners's SiriusXM position peaked at $3K in Q3 2017.
539 funds tracked by Wall St. Rank held SiriusXM as of Q4 2017.

Based on Hefty Wealth Partners's 13F filing for Q4 2017, filed 3 Jan 2018.