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Progressive Investment Management’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Progressive Investment 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
2015
Q2 		– Sell
-495
Closed -$53K – 84
2015
Q1 		$53K Buy
+495
New +$53K 0.18% 70
2014
Q4 		– Sell
-547
Closed -$65K – 60
2014
Q3 		$65K Hold
547
– – 0.02% 52
2014
Q2 		$72K Buy
+547
New +$73.1K 0.02% 45

Other funds holding SI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
CNB
City National Bank Beverly Hills, Delaware $11.6B AUM 3.11% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
VV
Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return

Progressive Investment Management's SI Position: Q2 2015 in Review

Progressive Investment Management sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q2 2015, closing a stake of 495 shares — an estimated $53K sold.

Progressive Investment Management first reported a position in SI in Q2 2014 and held it in 3 quarters. The position peaked at $72K in Q2 2014. 90 funds tracked by Wall St. Rank hold SI as of Q2 2015.

  • Progressive Investment Management reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q2 2015 after selling out during the quarter.
  • Progressive Investment Management sold 495 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q2 2015, an estimated $53K.
  • Progressive Investment Management first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q2 2014 and held it in 3 quarters.
  • Progressive Investment Management's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $72K in Q2 2014.
  • 90 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q2 2015.

Based on Progressive Investment Management's 13F filing for Q2 2015, filed 12 Aug 2015.