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Wagner Wealth Management (South Carolina)’s Silicon Motion SIMO Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		$1K Hold
16
– – ﹤0.01% 655
2018
Q2 		$1K Hold
16
– – ﹤0.01% 623
2018
Q1 		$1K Buy
+16
New +$768 ﹤0.01% 581
2017
Q4 		– Hold
0
– – – 756

Other funds holding SIMO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s SIMO Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Silicon Motion (SIMO) position steady in Q3 2018 at 16 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Wagner Wealth Management (South Carolina) first reported a position in SIMO in Q1 2018 and has held it in 3 quarters since. 161 funds tracked by Wall St. Rank hold SIMO as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 16 shares of Silicon Motion worth $1K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Silicon Motion share count unchanged in Q3 2018.
  • Silicon Motion made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #655 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Silicon Motion in Q1 2018 and has held it in 3 quarters since.
  • 161 funds tracked by Wall St. Rank held Silicon Motion as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.