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WFG Advisors’s SiriusXM SIRI Stock Holding History

WFG Advisors’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
Q2 		$30K Buy
556
+1
+0.2% +$51 0.01% 845
2017
Q1 		$29K Sell
555
-25
-4% -$1.23K 0.01% 804
2016
Q4 		$26K Sell
580
-51
-8% -$2.22K 0.01% 873
2016
Q3 		$26K Sell
631
-400
-39% -$16.7K 0.01% 883
2016
Q2 		$41K Sell
1,031
-1,000
-49% -$39.3K 0.01% 739
2016
Q1 		$80K Hold
2,031
– – 0.02% 535
2015
Q4 		$83K Hold
2,031
– – 0.02% 519
2015
Q3 		$76K Hold
2,031
– – 0.02% 526
2015
Q2 		$76K Buy
2,031
+1,000
+97% +$38.8K 0.02% 612
2015
Q1 		$39K Sell
1,031
-109
-10% -$4.09K 0.01% 798
2014
Q4 		$40K Sell
1,140
-90
-7% -$3.1K 0.01% 972
2014
Q3 		$43K Sell
1,230
-30
-2% -$1.05K 0.01% 986
2014
Q2 		$44K Hold
1,260
– – 0.01% 959
2014
Q1 		$40K Sell
1,260
-47
-4% -$1.66K 0.01% 1001
2013
Q4 		$46K Sell
1,307
-3,881
-75% -$145K 0.01% 1028
2013
Q3 		$201K Hold
5,188
– – 0.03% 479
2013
Q2 		$174K Buy
+5,188
New +$171K 0.03% 498

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return

WFG Advisors's SIRI Position: Q2 2017 in Review

WFG Advisors increased its SiriusXM (SIRI) stake by 0.18% in Q2 2017, buying an estimated $51 and bringing the position to 556 shares worth $30K. The position accounts for 0.01% of the portfolio, ranked #845.

WFG Advisors first reported a position in SIRI in Q2 2013 and has held it in 17 quarters since. The position peaked at $201K in Q3 2013. 500 funds tracked by Wall St. Rank hold SIRI as of Q2 2017.

  • WFG Advisors held 556 shares of SiriusXM worth $30K as of Q2 2017.
  • WFG Advisors bought 1 SiriusXM share in Q2 2017, an estimated $51.
  • SiriusXM made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #845 holding.
  • WFG Advisors first reported a position in SiriusXM in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's SiriusXM position peaked at $201K in Q3 2013.
  • 500 funds tracked by Wall St. Rank held SiriusXM as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.