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Klingman & Associates’s SiriusXM SIRI Stock Holding History

Klingman & Associates’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
2016
Q4 		– Sell
-50
Closed -$2K – 279
2016
Q3 		$2K Hold
50
– – ﹤0.01% 351
2016
Q2 		$2K Hold
50
– – ﹤0.01% 361
2016
Q1 		$2K Hold
50
– – ﹤0.01% 366
2015
Q4 		$2K Hold
50
– – ﹤0.01% 377
2015
Q3 		$1K Hold
50
– – ﹤0.01% 410
2015
Q2 		$2K Hold
50
– – ﹤0.01% 386
2015
Q1 		$2K Hold
50
– – ﹤0.01% 357
2014
Q4 		$1K Buy
+50
New +$1.72K ﹤0.01% 370

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Klingman & Associates's SIRI Position: Q4 2016 in Review

Klingman & Associates sold out of SiriusXM (SIRI) in Q4 2016, closing a stake of 50 shares — an estimated $2K sold.

Klingman & Associates first reported a position in SIRI in Q4 2014 and held it in 8 quarters. The position peaked at $2K in Q3 2016. 469 funds tracked by Wall St. Rank hold SIRI as of Q4 2016.

  • Klingman & Associates reported no remaining SiriusXM position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 50 SiriusXM shares in Q4 2016, an estimated $2K.
  • Klingman & Associates first reported a position in SiriusXM in Q4 2014 and held it in 8 quarters.
  • Klingman & Associates's SiriusXM position peaked at $2K in Q3 2016.
  • 469 funds tracked by Wall St. Rank held SiriusXM as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.