KA
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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 $263B AUM 16.68% 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 $2.9T AUM 29.55% 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 $194B AUM 35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.66B AUM 27.45% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return