RA
SI

Rational Advisors’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Rational 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
2013
Q4 		$739K Buy
5,336
+2,700
+102% +$348K 0.06% 308
2013
Q3 		$318K Hold
2,636
– – 0.02% 444
2013
Q2 		$267K Buy
+2,636
New +$277K 0.02% 466

Other funds holding SI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rational Advisors's SI Position: Q4 2013 in Review

Rational Advisors increased its SIEMENS AKTIENGESELLSCHAFT ADS (SI) stake by 102% in Q4 2013, buying an estimated $348K and bringing the position to 5,336 shares worth $739K. The position accounts for 0.06% of the portfolio, ranked #308.

Rational Advisors first reported a position in SI in Q2 2013 and has held it in 3 quarters since. 345 funds tracked by Wall St. Rank hold SI as of Q4 2013.

  • Rational Advisors held 5,336 shares of SIEMENS AKTIENGESELLSCHAFT ADS worth $739K as of Q4 2013.
  • Rational Advisors bought 2,700 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q4 2013, an estimated $348K.
  • SIEMENS AKTIENGESELLSCHAFT ADS made up 0.06% of Rational Advisors's portfolio in Q4 2013, its #308 holding.
  • Rational Advisors first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q2 2013 and has held it in 3 quarters since.
  • 345 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.