MIS
SI

Morningstar Investment Services’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Morningstar Investment Services’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
2013
Q3 		– Sell
-4,805
Closed -$487K – 209
2013
Q2 		$487K Buy
+4,805
New +$504K 0.05% 160

Other funds holding SI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Morningstar Investment Services's SI Position: Q3 2013 in Review

Morningstar Investment Services sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q3 2013, closing a stake of 4,805 shares — an estimated $487K sold.

Morningstar Investment Services first reported a position in SI in Q2 2013 and held it in 1 quarter. The position peaked at $487K in Q2 2013. 309 funds tracked by Wall St. Rank hold SI as of Q3 2013.

  • Morningstar Investment Services reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q3 2013 after selling out during the quarter.
  • Morningstar Investment Services sold 4,805 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q3 2013, an estimated $487K.
  • Morningstar Investment Services first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q2 2013 and held it in 1 quarter.
  • Morningstar Investment Services's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $487K in Q2 2013.
  • 309 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q3 2013.

Based on Morningstar Investment Services's 13F filing for Q3 2013, filed 12 Nov 2013.