McKinley Capital Management’s Silicon Motion SIMO Stock Holding History

McKinley Capital Management’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
2017 Q3	–	Sell	-82,896	Closed	-$4M	–	447
2017 Q2	$4M	Sell	82,896 -85	-0.1%	-$4.21K	0.15%	105
2017 Q1	$3.88M	Sell	82,981 -13,694	-14%	-$582K	0.14%	110
2016 Q4	$4.11M	Sell	96,675 -3,572	-4%	-$163K	0.16%	113
2016 Q3	$5.19M	Buy	100,247 +1,117	+1%	+$58.2K	0.19%	127
2016 Q2	$4.74M	Sell	99,130 -98,738	-50%	-$4.14M	0.23%	129
2016 Q1	$7.68M	Sell	197,868 -27,895	-12%	-$901K	0.37%	74
2015 Q4	$7.08M	Buy	225,763 +155	+0.1%	+$4.85K	0.33%	76
2015 Q3	$6.16M	Sell	225,608 -159	-0.1%	-$4.26K	0.3%	94
2015 Q2	$7.81M	Buy	225,767 +36,181	+19%	+$1.18M	0.33%	85
2015 Q1	$5.1M	Buy	189,586 +72,657	+62%	+$1.98M	0.2%	129
2014 Q4	$2.77M	Sell	116,929 -17,385	-13%	-$417K	0.11%	170
2014 Q3	$3.62M	Sell	134,314 -18	-0%	-$452	0.16%	143
2014 Q2	$2.74M	Buy	+134,332	New	+$2.29M	0.11%	158

Other funds holding SIMO

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return