LIC
SI

Lodestar Investment Counsel’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Lodestar Investment Counsel’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-3,000
Closed -$209K – 174
2017
Q4 		$209K Buy
+3,000
New +$209K 0.02% 169

Other funds holding SI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Lodestar Investment Counsel's SI Position: Q1 2018 in Review

Lodestar Investment Counsel sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q1 2018, closing a stake of 3,000 shares — an estimated $209K sold.

Lodestar Investment Counsel first reported a position in SI in Q4 2017 and held it in 1 quarter. The position peaked at $209K in Q4 2017. 70 funds tracked by Wall St. Rank hold SI as of Q1 2018.

  • Lodestar Investment Counsel reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q1 2018 after selling out during the quarter.
  • Lodestar Investment Counsel sold 3,000 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q1 2018, an estimated $209K.
  • Lodestar Investment Counsel first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q4 2017 and held it in 1 quarter.
  • Lodestar Investment Counsel's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $209K in Q4 2017.
  • 70 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q1 2018.

Based on Lodestar Investment Counsel's 13F filing for Q1 2018, filed 16 Apr 2018.