KJWM
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Kiley Juergens Wealth Management’s Silicon Motion SIMO Stock Holding History

Kiley Juergens Wealth Management’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
-28
Closed -$1K – 511
2017
Q4 		$1K Buy
+28
New +$1.42K ﹤0.01% 652

Other funds holding SIMO

Wellington Management Group
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Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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

Kiley Juergens Wealth Management's SIMO Position: Q1 2018 in Review

Kiley Juergens Wealth Management sold out of Silicon Motion (SIMO) in Q1 2018, closing a stake of 28 shares — an estimated $1K sold.

Kiley Juergens Wealth Management first reported a position in SIMO in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 144 funds tracked by Wall St. Rank hold SIMO as of Q1 2018.

  • Kiley Juergens Wealth Management reported no remaining Silicon Motion position as of Q1 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 28 Silicon Motion shares in Q1 2018, an estimated $1K.
  • Kiley Juergens Wealth Management first reported a position in Silicon Motion in Q4 2017 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's Silicon Motion position peaked at $1K in Q4 2017.
  • 144 funds tracked by Wall St. Rank held Silicon Motion as of Q1 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2018, filed 23 Apr 2018.