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Smith & Howard Wealth Management’s SiriusXM SIRI Stock Holding History

Smith & Howard Wealth Management’s Portfolio SIRI Stock Details SIRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-50
Closed -$2K – 261
2013
Q3 		$2K Sell
50
-1
-2% -$37 ﹤0.01% 245
2013
Q2 		$2K Buy
+51
New +$1.68K ﹤0.01% 219

Other funds holding SIRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Smith & Howard Wealth Management's SIRI Position: Q4 2013 in Review

Smith & Howard Wealth Management sold out of SiriusXM (SIRI) in Q4 2013, closing a stake of 50 shares — an estimated $2K sold.

Smith & Howard Wealth Management first reported a position in SIRI in Q2 2013 and held it in 2 quarters. The position peaked at $2K in Q3 2013. 446 funds tracked by Wall St. Rank hold SIRI as of Q4 2013.

  • Smith & Howard Wealth Management reported no remaining SiriusXM position as of Q4 2013 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 50 SiriusXM shares in Q4 2013, an estimated $2K.
  • Smith & Howard Wealth Management first reported a position in SiriusXM in Q2 2013 and held it in 2 quarters.
  • Smith & Howard Wealth Management's SiriusXM position peaked at $2K in Q3 2013.
  • 446 funds tracked by Wall St. Rank held SiriusXM as of Q4 2013.

Based on Smith & Howard Wealth Management's 13F filing for Q4 2013, filed 13 Feb 2014.