S
SI

SimplyRich’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

SimplyRich’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
2019
Q3 		– Sell
-3,440
Closed -$205K – 155
2019
Q2 		$205K Buy
+3,440
New +$205K 0.11% 150
2018
Q4 		– Sell
-3,440
Closed -$220K – 155
2018
Q3 		$220K Hold
3,440
– – 0.12% 152
2018
Q2 		$227K Hold
3,440
– – 0.13% 148
2018
Q1 		$220K Buy
+3,440
New +$220K 0.12% 166

Other funds holding SI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

SimplyRich's SI Position: Q3 2019 in Review

SimplyRich sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q3 2019, closing a stake of 3,440 shares — an estimated $205K sold.

SimplyRich first reported a position in SI in Q1 2018 and held it in 4 quarters. The position peaked at $227K in Q2 2018. 54 funds tracked by Wall St. Rank hold SI as of Q3 2019.

  • SimplyRich reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q3 2019 after selling out during the quarter.
  • SimplyRich sold 3,440 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q3 2019, an estimated $205K.
  • SimplyRich first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q1 2018 and held it in 4 quarters.
  • SimplyRich's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $227K in Q2 2018.
  • 54 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q3 2019.

Based on SimplyRich's 13F filing for Q3 2019, filed 1 Nov 2019.