HWA
SI

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 $336B AUM 34.66% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

Heritage Wealth Advisors's SI Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q1 2020, closing a stake of 1,200 shares — an estimated $78K sold.

Heritage Wealth Advisors first reported a position in SI in Q3 2019 and held it in 2 quarters. The position peaked at $78K in Q4 2019. 51 funds tracked by Wall St. Rank hold SI as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1,200 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q1 2020, an estimated $78K.
  • Heritage Wealth Advisors first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q3 2019 and held it in 2 quarters.
  • Heritage Wealth Advisors's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $78K in Q4 2019.
  • 51 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.