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Triangle Securities Wealth Management’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Triangle Securities Wealth Management’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
2013
Q3 		– Sell
-200
Closed -$20K – 471
2013
Q2 		$20K Buy
+200
New +$21K 0.01% 386

Other funds holding SI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Triangle Securities Wealth Management's SI Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q3 2013, closing a stake of 200 shares — an estimated $20K sold.

Triangle Securities Wealth Management first reported a position in SI in Q2 2013 and held it in 1 quarter. The position peaked at $20K in Q2 2013. 309 funds tracked by Wall St. Rank hold SI as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 200 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q3 2013, an estimated $20K.
  • Triangle Securities Wealth Management first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $20K in Q2 2013.
  • 309 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.