Advisor Group’s Energous WATT Stock Holding History

Advisor Group’s Portfolio WATT Stock Details WATT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$8K	Buy	7 +3	+75%	+$4.46K	﹤0.01%	4472
2019 Q3	$8K	Buy	4 +1	+33%	+$2.33K	﹤0.01%	4468
2019 Q2	$9K	Sell	3 -2	-40%	-$5.84K	﹤0.01%	4437
2019 Q1	$20K	Sell	5 -1	-17%	-$4.34K	﹤0.01%	3991
2018 Q4	$22K	Buy	6 +2	+50%	+$9.75K	﹤0.01%	3750
2018 Q3	$26K	Sell	4 -5	-56%	-$38.8K	﹤0.01%	3729
2018 Q2	$83K	Buy	9 +5	+125%	+$52.5K	﹤0.01%	2667
2018 Q1	$43K	Buy	4 +2	+100%	+$23.7K	﹤0.01%	3179
2017 Q4	$23K	Hold	2	–	–	﹤0.01%	3636
2017 Q3	$12K	Hold	2	–	–	﹤0.01%	3886
2017 Q2	$16K	Buy	2 +1	+100%	+$8.91K	﹤0.01%	3651
2017 Q1	$8K	Hold	1	–	–	﹤0.01%	3918
2016 Q4	$11K	Sell	1 -2	-67%	-$19.1K	﹤0.01%	3584
2016 Q3	$34K	Buy	+3	New	+$26.8K	﹤0.01%	2815
2016 Q2	–	Hold	0	–	–	–	4280

Other funds holding WATT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

DAM

Doheny Asset Management Los Angeles, California $172M AUM 38.82% 1-Year Est. Return

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Advisor Group's WATT Position: Q4 2019 in Review

Advisor Group increased its Energous (WATT) stake by 75% in Q4 2019, buying an estimated $4.46K and bringing the position to 7 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #4472.

Advisor Group first reported a position in WATT in Q3 2016 and has held it in 14 quarters since. The position peaked at $83K in Q2 2018. 65 funds tracked by Wall St. Rank hold WATT as of Q4 2019.

Advisor Group held 7 shares of Energous worth $8K as of Q4 2019.
Advisor Group bought 3 Energous shares in Q4 2019, an estimated $4.46K.
Energous made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4472 holding.
Advisor Group first reported a position in Energous in Q3 2016 and has held it in 14 quarters since.
Advisor Group's Energous position peaked at $83K in Q2 2018.
65 funds tracked by Wall St. Rank held Energous as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.