Kanaly Trust’s Silicon Motion SIMO Stock Holding History

Kanaly Trust’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
2016 Q4	$2K	Hold	40	–	–	﹤0.01%	828
2016 Q3	$2K	Sell	40 -6	-13%	-$313	﹤0.01%	806
2016 Q2	$2K	Hold	46	–	–	﹤0.01%	793
2016 Q1	$2K	Sell	46 -30	-39%	-$969	﹤0.01%	792
2015 Q4	$2K	Buy	+76	New	+$2.38K	﹤0.01%	812

Other funds holding SIMO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

GCP

Garelick Capital Partners Boston, Massachusetts $359M AUM 31.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OAM

Origin Asset Management London, United Kingdom $43.5M AUM 31.63% 1-Year Est. Return

Kanaly Trust's SIMO Position: Q4 2016 in Review

Kanaly Trust held its Silicon Motion (SIMO) position steady in Q4 2016 at 40 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Kanaly Trust first reported a position in SIMO in Q4 2015 and has held it in 5 quarters since. 192 funds tracked by Wall St. Rank hold SIMO as of Q4 2016.

Kanaly Trust held 40 shares of Silicon Motion worth $2K as of Q4 2016.
Kanaly Trust left its Silicon Motion share count unchanged in Q4 2016.
Silicon Motion made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #828 holding.
Kanaly Trust first reported a position in Silicon Motion in Q4 2015 and has held it in 5 quarters since.
192 funds tracked by Wall St. Rank held Silicon Motion as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.