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	–	1015
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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return

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

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return