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Advisory Services Network’s Energy Focus EFOI Stock Holding History

Advisory Services Network’s Portfolio EFOI Stock Details EFOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-4,085
Closed -$196K – 3396
2020
Q3 		$196K Buy
4,085
+55
+1% +$2.67K 0.01% 977
2020
Q2 		$195K Hold
4,030
– – 0.01% 944
2020
Q1 		$47K Hold
4,030
– – ﹤0.01% 1415
2019
Q4 		$67K Buy
+4,030
New +$62.2K ﹤0.01% 1358

Other funds holding EFOI

ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Advisory Services Network's EFOI Position: Q4 2020 in Review

Advisory Services Network sold out of Energy Focus (EFOI) in Q4 2020, closing a stake of 4,085 shares — an estimated $196K sold.

Advisory Services Network first reported a position in EFOI in Q4 2019 and held it in 4 quarters. The position peaked at $196K in Q3 2020. 15 funds tracked by Wall St. Rank hold EFOI as of Q4 2020.

  • Advisory Services Network reported no remaining Energy Focus position as of Q4 2020 after selling out during the quarter.
  • Advisory Services Network sold 4,085 Energy Focus shares in Q4 2020, an estimated $196K.
  • Advisory Services Network first reported a position in Energy Focus in Q4 2019 and held it in 4 quarters.
  • Advisory Services Network's Energy Focus position peaked at $196K in Q3 2020.
  • 15 funds tracked by Wall St. Rank held Energy Focus as of Q4 2020.

Based on Advisory Services Network's 13F filing for Q4 2020, filed 9 Feb 2021.