AF
MXWL

Allworth Financial’s Maxwell Technologies Inc MXWL Stock Holding History

Allworth Financial’s Portfolio MXWL Stock Details MXWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-20,000
Closed -$155K – 80
2013
Q4 		$155K Buy
20,000
+5,000
+33% +$38.9K 0.08% 58
2013
Q3 		$136K Buy
+15,000
New +$130K 0.07% 65

Other funds holding MXWL

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
T
Tahithromos New York $71.9M AUM 0.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Allworth Financial's MXWL Position: Q1 2014 in Review

Allworth Financial sold out of Maxwell Technologies Inc (MXWL) in Q1 2014, closing a stake of 20,000 shares — an estimated $155K sold.

Allworth Financial first reported a position in MXWL in Q3 2013 and held it in 2 quarters. The position peaked at $155K in Q4 2013. 107 funds tracked by Wall St. Rank hold MXWL as of Q1 2014.

  • Allworth Financial reported no remaining Maxwell Technologies Inc position as of Q1 2014 after selling out during the quarter.
  • Allworth Financial sold 20,000 Maxwell Technologies Inc shares in Q1 2014, an estimated $155K.
  • Allworth Financial first reported a position in Maxwell Technologies Inc in Q3 2013 and held it in 2 quarters.
  • Allworth Financial's Maxwell Technologies Inc position peaked at $155K in Q4 2013.
  • 107 funds tracked by Wall St. Rank held Maxwell Technologies Inc as of Q1 2014.

Based on Allworth Financial's 13F filing for Q1 2014, filed 4 Apr 2014.