Wellington Management Group
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Wellington Management Group’s SIFCO Industries SIF Stock Holding History

Wellington Management Group’s Portfolio SIF Stock Details SIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-34,240
Closed -$344K – 2261
2016
Q3 		$344K Buy
+34,240
New +$275K ﹤0.01% 2058
2016
Q1 		– Sell
-64,703
Closed -$615K – 2220
2015
Q4 		$615K Sell
64,703
-36,620
-36% -$434K ﹤0.01% 1938
2015
Q3 		$1.12M Sell
101,323
-35,190
-26% -$463K ﹤0.01% 1803
2015
Q2 		$2.03M Hold
136,513
– – ﹤0.01% 1668
2015
Q1 		$2.98M Hold
136,513
– – ﹤0.01% 1589
2014
Q4 		$3.98M Buy
136,513
+4,788
+4% +$149K ﹤0.01% 1509
2014
Q3 		$3.96M Buy
131,725
+39,800
+43% +$1.15M ﹤0.01% 1498
2014
Q2 		$2.87M Sell
91,925
-15,400
-14% -$511K ﹤0.01% 1596
2014
Q1 		$3.28M Buy
107,325
+86,793
+423% +$2.53M ﹤0.01% 1578
2013
Q4 		$576K Buy
+20,532
New +$470K ﹤0.01% 1952

Other funds holding SIF

MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Wellington Management Group's SIF Position: Q4 2016 in Review

Wellington Management Group sold out of SIFCO Industries (SIF) in Q4 2016, closing a stake of 34,240 shares — an estimated $344K sold.

Wellington Management Group first reported a position in SIF in Q4 2013 and held it in 10 quarters. The position peaked at $3.98M in Q4 2014. 27 funds tracked by Wall St. Rank hold SIF as of Q4 2016.

  • Wellington Management Group reported no remaining SIFCO Industries position as of Q4 2016 after selling out during the quarter.
  • Wellington Management Group sold 34,240 SIFCO Industries shares in Q4 2016, an estimated $344K.
  • Wellington Management Group first reported a position in SIFCO Industries in Q4 2013 and held it in 10 quarters.
  • Wellington Management Group's SIFCO Industries position peaked at $3.98M in Q4 2014.
  • 27 funds tracked by Wall St. Rank held SIFCO Industries as of Q4 2016.

Based on Wellington Management Group's 13F filing for Q4 2016, filed 14 Feb 2017.