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Holistic Financial Partners’s Silicon Motion SIMO Stock Holding History

Holistic Financial Partners’s Portfolio SIMO Stock Details SIMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-461
Closed -$24K – 459
2017
Q4 		$24K Buy
+461
New +$23.4K 0.02% 263

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Massachusetts Financial Services
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AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return

Holistic Financial Partners's SIMO Position: Q1 2018 in Review

Holistic Financial Partners sold out of Silicon Motion (SIMO) in Q1 2018, closing a stake of 461 shares — an estimated $24K sold.

Holistic Financial Partners first reported a position in SIMO in Q4 2017 and held it in 1 quarter. The position peaked at $24K in Q4 2017. 144 funds tracked by Wall St. Rank hold SIMO as of Q1 2018.

  • Holistic Financial Partners reported no remaining Silicon Motion position as of Q1 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 461 Silicon Motion shares in Q1 2018, an estimated $24K.
  • Holistic Financial Partners first reported a position in Silicon Motion in Q4 2017 and held it in 1 quarter.
  • Holistic Financial Partners's Silicon Motion position peaked at $24K in Q4 2017.
  • 144 funds tracked by Wall St. Rank held Silicon Motion as of Q1 2018.

Based on Holistic Financial Partners's 13F filing for Q1 2018, filed 14 May 2018.