Heritage Wealth Advisors’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Heritage Wealth Advisors’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
2020 Q1	–	Sell	-1,200	Closed	-$78K	–	603
2019 Q4	$78K	Hold	1,200	–	–	0.01%	263
2019 Q3	$64K	Buy	+1,200	New	+$64K	0.01%	251

Other funds holding SI

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $776M AUM 26.17% 1-Year Est. Return