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Meridian Wealth Management’s Silicon Motion SIMO Stock Holding History

Meridian Wealth 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
-10,260
Closed -$495K – 176
2017
Q2 		$495K Sell
10,260
-100
-1% -$4.95K 0.31% 77
2017
Q1 		$484K Buy
+10,360
New +$441K 0.29% 83

Other funds holding SIMO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Meridian Wealth Management's SIMO Position: Q3 2017 in Review

Meridian Wealth Management sold out of Silicon Motion (SIMO) in Q3 2017, closing a stake of 10,260 shares — an estimated $495K sold.

Meridian Wealth Management first reported a position in SIMO in Q1 2017 and held it in 2 quarters. The position peaked at $495K in Q2 2017. 159 funds tracked by Wall St. Rank hold SIMO as of Q3 2017.

  • Meridian Wealth Management reported no remaining Silicon Motion position as of Q3 2017 after selling out during the quarter.
  • Meridian Wealth Management sold 10,260 Silicon Motion shares in Q3 2017, an estimated $495K.
  • Meridian Wealth Management first reported a position in Silicon Motion in Q1 2017 and held it in 2 quarters.
  • Meridian Wealth Management's Silicon Motion position peaked at $495K in Q2 2017.
  • 159 funds tracked by Wall St. Rank held Silicon Motion as of Q3 2017.

Based on Meridian Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.