Reilly Financial Advisors’s Silicon Motion SIMO Stock Holding History

Reilly Financial Advisors’s Portfolio SIMO Stock Details SIMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-400	Closed	-$21K	–	1014
2018 Q3	$21K	Hold	400	–	–	﹤0.01%	547
2018 Q2	$21K	Hold	400	–	–	﹤0.01%	489
2018 Q1	$19K	Hold	400	–	–	﹤0.01%	511
2017 Q4	$21K	Hold	400	–	–	﹤0.01%	505
2017 Q3	$19K	Hold	400	–	–	﹤0.01%	506
2017 Q2	$19K	Hold	400	–	–	﹤0.01%	510
2017 Q1	$19K	Hold	400	–	–	﹤0.01%	486
2016 Q4	$17K	Hold	400	–	–	﹤0.01%	478
2016 Q3	$21K	Hold	400	–	–	﹤0.01%	408
2016 Q2	$19K	Hold	400	–	–	﹤0.01%	399
2016 Q1	$16K	Hold	400	–	–	﹤0.01%	652
2015 Q4	$13K	Buy	+400	New	+$12.5K	﹤0.01%	711

Other funds holding SIMO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Reilly Financial Advisors's SIMO Position: Q4 2018 in Review

Reilly Financial Advisors sold out of Silicon Motion (SIMO) in Q4 2018, closing a stake of 400 shares — an estimated $21K sold.

Reilly Financial Advisors first reported a position in SIMO in Q4 2015 and held it in 12 quarters. The position peaked at $21K in Q3 2018. 146 funds tracked by Wall St. Rank hold SIMO as of Q4 2018.

Reilly Financial Advisors reported no remaining Silicon Motion position as of Q4 2018 after selling out during the quarter.
Reilly Financial Advisors sold 400 Silicon Motion shares in Q4 2018, an estimated $21K.
Reilly Financial Advisors first reported a position in Silicon Motion in Q4 2015 and held it in 12 quarters.
Reilly Financial Advisors's Silicon Motion position peaked at $21K in Q3 2018.
146 funds tracked by Wall St. Rank held Silicon Motion as of Q4 2018.

Based on Reilly Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.