Lenox Wealth Advisors’s Silicon Motion SIMO Stock Holding History

Lenox Wealth 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
2020 Q2	–	Sell	-109	Closed	-$4K	–	771
2020 Q1	$4K	Buy	109 +49	+82%	+$2.12K	﹤0.01%	461
2019 Q4	$3K	Hold	60	–	–	﹤0.01%	561
2019 Q3	$2K	Buy	+60	New	+$2.17K	﹤0.01%	526

Other funds holding SIMO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Lenox Wealth Advisors's SIMO Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Silicon Motion (SIMO) in Q2 2020, closing a stake of 109 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in SIMO in Q3 2019 and held it in 3 quarters. The position peaked at $4K in Q1 2020. 162 funds tracked by Wall St. Rank hold SIMO as of Q2 2020.

Lenox Wealth Advisors reported no remaining Silicon Motion position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 109 Silicon Motion shares in Q2 2020, an estimated $4K.
Lenox Wealth Advisors first reported a position in Silicon Motion in Q3 2019 and held it in 3 quarters.
Lenox Wealth Advisors's Silicon Motion position peaked at $4K in Q1 2020.
162 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.