TWMP
SI

Taylor Wealth Management Partners’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Taylor Wealth Management Partners’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
Q1 		– Sell
-145
Closed -$8K – 128
2018
Q4 		$8K Hold
145
– – ﹤0.01% 92
2018
Q3 		$9K Buy
+145
New +$9K ﹤0.01% 105

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Taylor Wealth Management Partners's SI Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q1 2019, closing a stake of 145 shares — an estimated $8K sold.

Taylor Wealth Management Partners first reported a position in SI in Q3 2018 and held it in 2 quarters. The position peaked at $9K in Q3 2018. 57 funds tracked by Wall St. Rank hold SI as of Q1 2019.

  • Taylor Wealth Management Partners reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q1 2019 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 145 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q1 2019, an estimated $8K.
  • Taylor Wealth Management Partners first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q3 2018 and held it in 2 quarters.
  • Taylor Wealth Management Partners's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $9K in Q3 2018.
  • 57 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.