NWM
SWIR

Northwest Wealth Management’s Sierra Wireless SWIR Stock Holding History

Northwest Wealth Management’s Portfolio SWIR Stock Details SWIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,000
Closed -$12K – 500
2019
Q1 		$12K Hold
1,000
– – 0.01% 330
2018
Q4 		$13K Hold
1,000
– – 0.01% 312
2018
Q3 		$20K Hold
1,000
– – 0.02% 297
2018
Q2 		$16K Hold
1,000
– – 0.01% 308
2018
Q1 		$17K Buy
+1,000
New +$17.8K 0.01% 311

Other funds holding SWIR

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwest Wealth Management's SWIR Position: Q2 2019 in Review

Northwest Wealth Management sold out of Sierra Wireless (SWIR) in Q2 2019, closing a stake of 1,000 shares — an estimated $12K sold.

Northwest Wealth Management first reported a position in SWIR in Q1 2018 and held it in 5 quarters. The position peaked at $20K in Q3 2018. 98 funds tracked by Wall St. Rank hold SWIR as of Q2 2019.

  • Northwest Wealth Management reported no remaining Sierra Wireless position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 1,000 Sierra Wireless shares in Q2 2019, an estimated $12K.
  • Northwest Wealth Management first reported a position in Sierra Wireless in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's Sierra Wireless position peaked at $20K in Q3 2018.
  • 98 funds tracked by Wall St. Rank held Sierra Wireless as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.