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USA Financial Formulas’s SiriusXM SIRI Stock Holding History

USA Financial Formulas’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
2017
Q4 		– Sell
-55,476
Closed -$3.06M – 334
2017
Q3 		$3.06M Buy
55,476
+1,643
+3% +$90.9K 0.73% 65
2017
Q2 		$2.94M Sell
53,833
-17,637
-25% -$901K 0.71% 59
2017
Q1 		$3.68M Buy
+71,470
New +$3.51M 0.89% 33

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

USA Financial Formulas's SIRI Position: Q4 2017 in Review

USA Financial Formulas sold out of SiriusXM (SIRI) in Q4 2017, closing a stake of 55,476 shares — an estimated $3.06M sold.

USA Financial Formulas first reported a position in SIRI in Q1 2017 and held it in 3 quarters. The position peaked at $3.68M in Q1 2017. 539 funds tracked by Wall St. Rank hold SIRI as of Q4 2017.

  • USA Financial Formulas reported no remaining SiriusXM position as of Q4 2017 after selling out during the quarter.
  • USA Financial Formulas sold 55,476 SiriusXM shares in Q4 2017, an estimated $3.06M.
  • USA Financial Formulas first reported a position in SiriusXM in Q1 2017 and held it in 3 quarters.
  • USA Financial Formulas's SiriusXM position peaked at $3.68M in Q1 2017.
  • 539 funds tracked by Wall St. Rank held SiriusXM as of Q4 2017.

Based on USA Financial Formulas's 13F filing for Q4 2017, filed 13 Feb 2018.