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US Financial Advisors’s SiriusXM SIRI Stock Holding History

US Financial 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
2016
Q1 		– Sell
-20
Closed -$1K – 589
2015
Q4 		$1K Hold
20
– – ﹤0.01% 563
2015
Q3 		$1K Hold
20
– – ﹤0.01% 515
2015
Q2 		$1K Sell
20
-25
-56% -$969 ﹤0.01% 478
2015
Q1 		$2K Hold
45
– – ﹤0.01% 353
2014
Q4 		$16K Buy
+45
New +$1.55K 0.01% 210

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HCM
Highline Capital Management New York $53.5M AUM 21.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SAS
Sarbit Advisory Services Winnipeg, Manitoba, Canada $294M AUM 0.68% 1-Year Est. Return

US Financial Advisors's SIRI Position: Q1 2016 in Review

US Financial Advisors sold out of SiriusXM (SIRI) in Q1 2016, closing a stake of 20 shares — an estimated $1K sold.

US Financial Advisors first reported a position in SIRI in Q4 2014 and held it in 5 quarters. The position peaked at $16K in Q4 2014. 448 funds tracked by Wall St. Rank hold SIRI as of Q1 2016.

  • US Financial Advisors reported no remaining SiriusXM position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 20 SiriusXM shares in Q1 2016, an estimated $1K.
  • US Financial Advisors first reported a position in SiriusXM in Q4 2014 and held it in 5 quarters.
  • US Financial Advisors's SiriusXM position peaked at $16K in Q4 2014.
  • 448 funds tracked by Wall St. Rank held SiriusXM as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.