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Mosaic Family Wealth’s SiriusXM SIRI Stock Holding History

Mosaic Family Wealth’s Portfolio SIRI Stock Details SIRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-3,500
Closed -$156K – 748
2016
Q4 		$156K Hold
3,500
– – 0.07% 198
2016
Q3 		$146K Hold
3,500
– – 0.07% 201
2016
Q2 		$139K Hold
3,500
– – 0.07% 190
2016
Q1 		$138K Hold
3,500
– – 0.07% 185
2015
Q4 		$142K Buy
+3,500
New +$141K 0.06% 175

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.66B AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mosaic Family Wealth's SIRI Position: Q1 2017 in Review

Mosaic Family Wealth sold out of SiriusXM (SIRI) in Q1 2017, closing a stake of 3,500 shares — an estimated $156K sold.

Mosaic Family Wealth first reported a position in SIRI in Q4 2015 and held it in 5 quarters. The position peaked at $156K in Q4 2016. 483 funds tracked by Wall St. Rank hold SIRI as of Q1 2017.

  • Mosaic Family Wealth reported no remaining SiriusXM position as of Q1 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 3,500 SiriusXM shares in Q1 2017, an estimated $156K.
  • Mosaic Family Wealth first reported a position in SiriusXM in Q4 2015 and held it in 5 quarters.
  • Mosaic Family Wealth's SiriusXM position peaked at $156K in Q4 2016.
  • 483 funds tracked by Wall St. Rank held SiriusXM as of Q1 2017.

Based on Mosaic Family Wealth's 13F filing for Q1 2017, filed 5 May 2017.