KIA
SI

KCM Investment Advisors’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

KCM Investment 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
2017
Q4 		– Sell
-3,034
Closed -$215K – 546
2017
Q3 		$215K Sell
3,034
-940
-24% -$66.6K 0.01% 499
2017
Q2 		$275K Buy
3,974
+120
+3% +$8.3K 0.02% 451
2017
Q1 		$264K Buy
3,854
+1,762
+84% +$121K 0.02% 465
2016
Q4 		$256K Hold
2,092
– – 0.02% 477
2016
Q3 		$245K Buy
2,092
+65
+3% +$7.61K 0.02% 485
2016
Q2 		$208K Sell
2,027
-122
-6% -$12.5K 0.01% 498
2016
Q1 		$227K Buy
+2,149
New +$227K 0.02% 482
2015
Q2 		– Sell
-2,063
Closed -$223K – 567
2015
Q1 		$223K Sell
2,063
-122
-6% -$13.2K 0.02% 489
2014
Q4 		$245K Sell
2,185
-200
-8% -$22.4K 0.02% 461
2014
Q3 		$284K Hold
2,385
– – 0.03% 425
2014
Q2 		$315K Hold
2,385
– – 0.03% 397
2014
Q1 		$322K Hold
2,385
– – 0.03% 365
2013
Q4 		$330K Buy
2,385
+100
+4% +$12.9K 0.04% 348
2013
Q3 		$275K Buy
2,285
+105
+5% +$11.7K 0.03% 377
2013
Q2 		$221K Buy
+2,180
New +$229K 0.03% 398

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
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
PSC
Prentiss Smith & Co Brattleboro, Vermont $182M AUM 26.44% 1-Year Est. Return

KCM Investment Advisors's SI Position: Q4 2017 in Review

KCM Investment Advisors sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q4 2017, closing a stake of 3,034 shares — an estimated $215K sold.

KCM Investment Advisors first reported a position in SI in Q2 2013 and held it in 15 quarters. The position peaked at $330K in Q4 2013. 73 funds tracked by Wall St. Rank hold SI as of Q4 2017.

  • KCM Investment Advisors reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q4 2017 after selling out during the quarter.
  • KCM Investment Advisors sold 3,034 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q4 2017, an estimated $215K.
  • KCM Investment Advisors first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q2 2013 and held it in 15 quarters.
  • KCM Investment Advisors's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $330K in Q4 2013.
  • 73 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q4 2017.

Based on KCM Investment Advisors's 13F filing for Q4 2017, filed 22 Feb 2018.