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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 $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DCP
DSM Capital Partners Palm Beach Gardens, Florida $5.66B AUM 27.45% 1-Year Est. Return