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Reilly Financial Advisors’s Gentherm THRM Stock Holding History

Reilly Financial Advisors’s Portfolio THRM Stock Details THRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-425
Closed -$18K – 968
2016
Q1 		$18K Buy
+425
New +$17.2K ﹤0.01% 627
2015
Q4 		– Sell
-425
Closed -$20.4K – 1378
2015
Q3 		$19K Hold
425
– – ﹤0.01% 626
2015
Q2 		$23K Hold
425
– – ﹤0.01% 641
2015
Q1 		$21K Buy
+425
New +$18K ﹤0.01% 656

Other funds holding THRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

Reilly Financial Advisors's THRM Position: Q2 2016 in Review

Reilly Financial Advisors sold out of Gentherm (THRM) in Q2 2016, closing a stake of 425 shares — an estimated $18K sold.

Reilly Financial Advisors first reported a position in THRM in Q1 2015 and held it in 4 quarters. The position peaked at $23K in Q2 2015. 210 funds tracked by Wall St. Rank hold THRM as of Q2 2016.

  • Reilly Financial Advisors reported no remaining Gentherm position as of Q2 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 425 Gentherm shares in Q2 2016, an estimated $18K.
  • Reilly Financial Advisors first reported a position in Gentherm in Q1 2015 and held it in 4 quarters.
  • Reilly Financial Advisors's Gentherm position peaked at $23K in Q2 2015.
  • 210 funds tracked by Wall St. Rank held Gentherm as of Q2 2016.

Based on Reilly Financial Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.