SFWA
SIRI icon

Summit Financial Wealth Advisors’s SiriusXM SIRI Stock Holding History

Summit Financial Wealth Advisors’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
2015
Q4 		– Sell
-60
Closed -$2K – 200
2015
Q3 		$2K Sell
60
-15
-20% -$575 ﹤0.01% 214
2015
Q2 		$2K Hold
75
– – ﹤0.01% 261
2015
Q1 		$3K Hold
75
– – ﹤0.01% 223
2014
Q4 		$3K Buy
+75
New +$2.58K ﹤0.01% 231

Other funds holding SIRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return
SAS
Sarbit Advisory Services Winnipeg, Manitoba, Canada $294M AUM 0.68% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM

Summit Financial Wealth Advisors's SIRI Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of SiriusXM (SIRI) in Q4 2015, closing a stake of 60 shares — an estimated $2K sold.

Summit Financial Wealth Advisors first reported a position in SIRI in Q4 2014 and held it in 4 quarters. The position peaked at $3K in Q1 2015. 467 funds tracked by Wall St. Rank hold SIRI as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining SiriusXM position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 60 SiriusXM shares in Q4 2015, an estimated $2K.
  • Summit Financial Wealth Advisors first reported a position in SiriusXM in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's SiriusXM position peaked at $3K in Q1 2015.
  • 467 funds tracked by Wall St. Rank held SiriusXM as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.