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Wills Financial Group’s SiriusXM SIRI Stock Holding History

Wills Financial Group’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
2015
Q4 		– Sell
-1,000
Closed -$37K – 80
2015
Q3 		$37K Hold
1,000
– – 0.03% 74
2015
Q2 		$37K Hold
1,000
– – 0.03% 79
2015
Q1 		$38K Hold
1,000
– – 0.03% 77
2014
Q4 		$35K Hold
1,000
– – 0.03% 77
2014
Q3 		$34K Hold
1,000
– – 0.03% 78
2014
Q2 		$35K Hold
1,000
– – 0.03% 80
2014
Q1 		$32K Buy
+1,000
New +$35.4K 0.03% 72

Other funds holding SIRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return
SAS
Sarbit Advisory Services Winnipeg, Manitoba, Canada $294M AUM 0.68% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM

Wills Financial Group's SIRI Position: Q4 2015 in Review

Wills Financial Group sold out of SiriusXM (SIRI) in Q4 2015, closing a stake of 1,000 shares — an estimated $37K sold.

Wills Financial Group first reported a position in SIRI in Q1 2014 and held it in 7 quarters. The position peaked at $38K in Q1 2015. 467 funds tracked by Wall St. Rank hold SIRI as of Q4 2015.

  • Wills Financial Group reported no remaining SiriusXM position as of Q4 2015 after selling out during the quarter.
  • Wills Financial Group sold 1,000 SiriusXM shares in Q4 2015, an estimated $37K.
  • Wills Financial Group first reported a position in SiriusXM in Q1 2014 and held it in 7 quarters.
  • Wills Financial Group's SiriusXM position peaked at $38K in Q1 2015.
  • 467 funds tracked by Wall St. Rank held SiriusXM as of Q4 2015.

Based on Wills Financial Group's 13F filing for Q4 2015, filed 10 Feb 2016.