OIA
SI

OneDigital Investment Advisors’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

OneDigital Investment Advisors’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
2018
Q4 		– Sell
-600
Closed -$38K – 1348
2018
Q3 		$38K Hold
600
– – 0.01% 474
2018
Q2 		$40K Hold
600
– – 0.01% 572
2018
Q1 		$38K Hold
600
– – 0.01% 600
2017
Q4 		$42K Buy
+600
New +$42K ﹤0.01% 562
2017
Q3 		– Sell
-600
Closed -$41K – 1235
2017
Q2 		$41K Buy
+600
New +$41K 0.01% 537

Other funds holding SI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

OneDigital Investment Advisors's SI Position: Q4 2018 in Review

OneDigital Investment Advisors sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q4 2018, closing a stake of 600 shares — an estimated $38K sold.

OneDigital Investment Advisors first reported a position in SI in Q2 2017 and held it in 5 quarters. The position peaked at $42K in Q4 2017. 57 funds tracked by Wall St. Rank hold SI as of Q4 2018.

  • OneDigital Investment Advisors reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q4 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 600 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q4 2018, an estimated $38K.
  • OneDigital Investment Advisors first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q2 2017 and held it in 5 quarters.
  • OneDigital Investment Advisors's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $42K in Q4 2017.
  • 57 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q4 2018.

Based on OneDigital Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.