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WMS Partners’s SiriusXM SIRI Stock Holding History

WMS Partners’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
Q4 		– Sell
-1,386
Closed -$77K – 237
2017
Q3 		$77K Buy
+1,386
New +$76.7K 0.01% 211

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WMS Partners's SIRI Position: Q4 2017 in Review

WMS Partners sold out of SiriusXM (SIRI) in Q4 2017, closing a stake of 1,386 shares — an estimated $77K sold.

WMS Partners first reported a position in SIRI in Q3 2017 and held it in 1 quarter. The position peaked at $77K in Q3 2017. 539 funds tracked by Wall St. Rank hold SIRI as of Q4 2017.

  • WMS Partners reported no remaining SiriusXM position as of Q4 2017 after selling out during the quarter.
  • WMS Partners sold 1,386 SiriusXM shares in Q4 2017, an estimated $77K.
  • WMS Partners first reported a position in SiriusXM in Q3 2017 and held it in 1 quarter.
  • WMS Partners's SiriusXM position peaked at $77K in Q3 2017.
  • 539 funds tracked by Wall St. Rank held SiriusXM as of Q4 2017.

Based on WMS Partners's 13F filing for Q4 2017, filed 9 Feb 2018.