UFA
SWIR

US Financial Advisors’s Sierra Wireless SWIR Stock Holding History

US Financial Advisors’s Portfolio SWIR Stock Details SWIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-500
Closed -$17K – 576
2015
Q1 		$17K Hold
500
– – 0.02% 217
2014
Q4 		$24K Buy
+500
New +$17.2K 0.02% 171

Other funds holding SWIR

Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
RMCM
Reynders McVeigh Capital Management Boston, Massachusetts $1.98B AUM 23.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

US Financial Advisors's SWIR Position: Q2 2015 in Review

US Financial Advisors sold out of Sierra Wireless (SWIR) in Q2 2015, closing a stake of 500 shares — an estimated $17K sold.

US Financial Advisors first reported a position in SWIR in Q4 2014 and held it in 2 quarters. The position peaked at $24K in Q4 2014. 98 funds tracked by Wall St. Rank hold SWIR as of Q2 2015.

  • US Financial Advisors reported no remaining Sierra Wireless position as of Q2 2015 after selling out during the quarter.
  • US Financial Advisors sold 500 Sierra Wireless shares in Q2 2015, an estimated $17K.
  • US Financial Advisors first reported a position in Sierra Wireless in Q4 2014 and held it in 2 quarters.
  • US Financial Advisors's Sierra Wireless position peaked at $24K in Q4 2014.
  • 98 funds tracked by Wall St. Rank held Sierra Wireless as of Q2 2015.

Based on US Financial Advisors's 13F filing for Q2 2015, filed 11 Aug 2015.