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Legacy Financial Advisors’s Silicon Motion SIMO Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-151
Closed -$6K – 763
2019
Q1 		$6K Hold
151
– – ﹤0.01% 746
2018
Q4 		$5K Hold
151
– – ﹤0.01% 746
2018
Q3 		$8K Hold
151
– – ﹤0.01% 590
2018
Q2 		$8K Hold
151
– – ﹤0.01% 598
2018
Q1 		$7K Buy
+151
New +$7.25K ﹤0.01% 582

Other funds holding SIMO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Legacy Financial Advisors's SIMO Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Silicon Motion (SIMO) in Q2 2019, closing a stake of 151 shares — an estimated $6K sold.

Legacy Financial Advisors first reported a position in SIMO in Q1 2018 and held it in 5 quarters. The position peaked at $8K in Q3 2018. 137 funds tracked by Wall St. Rank hold SIMO as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Silicon Motion position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 151 Silicon Motion shares in Q2 2019, an estimated $6K.
  • Legacy Financial Advisors first reported a position in Silicon Motion in Q1 2018 and held it in 5 quarters.
  • Legacy Financial Advisors's Silicon Motion position peaked at $8K in Q3 2018.
  • 137 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.