PVWM
SI

Point View Wealth Management’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Point View Wealth Management’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
2020
Q4 		$601K Sell
8,360
-16
-0.2% -$1.15K 0.24% 134
2020
Q3 		$530K Sell
8,376
-264
-3% -$16.7K 0.25% 129
2020
Q2 		$508K Sell
8,640
-293
-3% -$17.2K 0.24% 136
2020
Q1 		$380K Buy
8,933
+3,044
+52% +$129K 0.21% 148
2019
Q4 		$385K Buy
5,889
+948
+19% +$62K 0.16% 182
2019
Q3 		$265K Buy
4,941
+825
+20% +$44.2K 0.12% 213
2019
Q2 		$245K Sell
4,116
-175
-4% -$10.4K 0.1% 222
2019
Q1 		$231K Sell
4,291
-100
-2% -$5.38K 0.1% 221
2018
Q4 		$244K Buy
4,391
+354
+9% +$19.7K 0.12% 202
2018
Q3 		$259K Sell
4,037
-304
-7% -$19.5K 0.12% 213
2018
Q2 		$287K Buy
4,341
+975
+29% +$64.5K 0.13% 196
2018
Q1 		$214K Buy
3,366
+282
+9% +$17.9K 0.1% 227
2017
Q4 		$215K Sell
3,084
-28
-0.9% -$1.95K 0.1% 224
2017
Q3 		$220K Sell
3,112
-393
-11% -$27.8K 0.11% 221
2017
Q2 		$241K Hold
3,505
– – 0.12% 207
2017
Q1 		$241K Buy
3,505
+1,873
+115% +$129K 0.12% 205
2016
Q4 		$201K Buy
+1,632
New +$201K 0.12% 216
2014
Q4 		– Sell
-1,681
Closed -$200K – 197
2014
Q3 		$200K Hold
1,681
– – 0.17% 169
2014
Q2 		$222K Hold
1,681
– – 0.19% 161
2014
Q1 		$227K Buy
1,681
+6
+0.4% +$788 0.21% 150
2013
Q4 		$232K Buy
+1,675
New +$216K 0.22% 149

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
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $776M AUM 26.17% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Point View Wealth Management's SI Position: Q4 2020 in Review

Point View Wealth Management reduced its SIEMENS AKTIENGESELLSCHAFT ADS (SI) stake by 0.19% in Q4 2020, selling an estimated $1.15K and leaving 8,360 shares worth $601K. The position accounts for 0.24% of the portfolio, ranked #134.

Point View Wealth Management first reported a position in SI in Q4 2013 and has held it in 21 quarters since. 55 funds tracked by Wall St. Rank hold SI as of Q4 2020.

  • Point View Wealth Management held 8,360 shares of SIEMENS AKTIENGESELLSCHAFT ADS worth $601K as of Q4 2020.
  • Point View Wealth Management sold 16 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q4 2020, an estimated $1.15K.
  • SIEMENS AKTIENGESELLSCHAFT ADS made up 0.24% of Point View Wealth Management's portfolio in Q4 2020, its #134 holding.
  • Point View Wealth Management first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q4 2013 and has held it in 21 quarters since.
  • 55 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.