RFA
SIRE

Reilly Financial Advisors’s Sisecam Resources LP SIRE Stock Holding History

Reilly Financial Advisors’s Portfolio SIRE Stock Details SIRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,150
Closed -$24K – 878
2013
Q4 		$24K Buy
+1,150
New +$24K 0.01% 361

Other funds holding SIRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LCM
Lonestar Capital Management San Francisco, California $671M AUM 72.56% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return

Reilly Financial Advisors's SIRE Position: Q1 2014 in Review

Reilly Financial Advisors sold out of Sisecam Resources LP (SIRE) in Q1 2014, closing a stake of 1,150 shares — an estimated $24K sold.

Reilly Financial Advisors first reported a position in SIRE in Q4 2013 and held it in 1 quarter. The position peaked at $24K in Q4 2013. 19 funds tracked by Wall St. Rank hold SIRE as of Q1 2014.

  • Reilly Financial Advisors reported no remaining Sisecam Resources LP position as of Q1 2014 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,150 Sisecam Resources LP shares in Q1 2014, an estimated $24K.
  • Reilly Financial Advisors first reported a position in Sisecam Resources LP in Q4 2013 and held it in 1 quarter.
  • Reilly Financial Advisors's Sisecam Resources LP position peaked at $24K in Q4 2013.
  • 19 funds tracked by Wall St. Rank held Sisecam Resources LP as of Q1 2014.

Based on Reilly Financial Advisors's 13F filing for Q1 2014, filed 23 Apr 2014.