WRF
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Waddell & Reed Financial’s Silicon Motion SIMO Stock Holding History

Waddell & Reed Financial’s Portfolio SIMO Stock Details SIMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-213,700
Closed -$11.1M – 627
2016
Q3 		$11.1M Hold
213,700
– – 0.02% 400
2016
Q2 		$10.2M Buy
213,700
+85,900
+67% +$3.61M 0.02% 393
2016
Q1 		$4.96M Sell
127,800
-11,500
-8% -$371K 0.01% 485
2015
Q4 		$4.37M Buy
+139,300
New +$4.36M 0.01% 504
2015
Q3 		– Sell
-188,400
Closed -$6.52M – 647
2015
Q2 		$6.52M Buy
188,400
+22,000
+13% +$717K 0.01% 480
2015
Q1 		$4.47M Sell
166,400
-49,200
-23% -$1.34M 0.01% 512
2014
Q4 		$5.1M Buy
+215,600
New +$5.17M 0.01% 483

Other funds holding SIMO

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
GCP
Garelick Capital Partners Boston, Massachusetts $359M AUM 31.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
OAM
Origin Asset Management London, United Kingdom $43.5M AUM 31.63% 1-Year Est. Return