KM
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Kalos Management’s SiriusXM SIRI Stock Holding History

Kalos Management’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
Q3 		– Sell
-2,269
Closed -$141K – 211
2018
Q2 		$141K Sell
2,269
-3
-0.1% -$203 0.06% 186
2018
Q1 		$141K Hold
2,272
– – 0.08% 111
2017
Q4 		$121K Buy
2,272
+192
+9% +$10.6K 0.06% 201
2017
Q3 		$114K Buy
+2,080
New +$115K 0.07% 145

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kalos Management's SIRI Position: Q3 2018 in Review

Kalos Management sold out of SiriusXM (SIRI) in Q3 2018, closing a stake of 2,269 shares — an estimated $141K sold.

Kalos Management first reported a position in SIRI in Q3 2017 and held it in 4 quarters. The position peaked at $141K in Q2 2018. 584 funds tracked by Wall St. Rank hold SIRI as of Q3 2018.

  • Kalos Management reported no remaining SiriusXM position as of Q3 2018 after selling out during the quarter.
  • Kalos Management sold 2,269 SiriusXM shares in Q3 2018, an estimated $141K.
  • Kalos Management first reported a position in SiriusXM in Q3 2017 and held it in 4 quarters.
  • Kalos Management's SiriusXM position peaked at $141K in Q2 2018.
  • 584 funds tracked by Wall St. Rank held SiriusXM as of Q3 2018.

Based on Kalos Management's 13F filing for Q3 2018, filed 14 Nov 2018.