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SI

WealthStone’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

WealthStone’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-44
Closed -$2.63K – 693
2019
Q2 		$2.63K Buy
+44
New +$2.63K ﹤0.01% 478

Other funds holding SI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

WealthStone's SI Position: Q3 2019 in Review

WealthStone sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q3 2019, closing a stake of 44 shares — an estimated $2.63K sold.

WealthStone first reported a position in SI in Q2 2019 and held it in 1 quarter. The position peaked at $2.63K in Q2 2019. 54 funds tracked by Wall St. Rank hold SI as of Q3 2019.

  • WealthStone reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q3 2019 after selling out during the quarter.
  • WealthStone sold 44 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q3 2019, an estimated $2.63K.
  • WealthStone first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q2 2019 and held it in 1 quarter.
  • WealthStone's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $2.63K in Q2 2019.
  • 54 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.