IIA
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IPG Investment Advisors’s SiriusXM SIRI Stock Holding History

IPG Investment Advisors’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
Q4 		– Sell
-1,000
Closed -$63.2K – 176
2018
Q3 		$63.2K Buy
+1,000
New +$69.6K 0.02% 162
2018
Q2 		– Sell
-1,100
Closed -$68.6K – 174
2018
Q1 		$68.6K Hold
1,100
– – 0.02% 145
2017
Q4 		$59K Hold
1,100
– – 0.02% 141
2017
Q3 		$60.7K Hold
1,100
– – 0.02% 139
2017
Q2 		$60.2K Buy
+1,100
New +$56.2K 0.02% 136
2017
Q1 		– Sell
-1,100
Closed -$49K – 148
2016
Q4 		$49K Buy
1,100
+100
+10% +$4.35K 0.02% 123
2016
Q3 		$41.7K Buy
+1,000
New +$41.7K 0.02% 120
2014
Q1 		– Sell
-1,100
Closed -$38.4K – 77
2013
Q4 		$38.4K Buy
+1,100
New +$41.1K 0.02% 54

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return