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AlphaMark Advisors’s Energy Focus EFOI Stock Holding History

AlphaMark Advisors’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
2017
Q3 		– Sell
-20
Closed -$2K – 507
2017
Q2 		$2K Hold
20
– – ﹤0.01% 484
2017
Q1 		$2K Hold
20
– – ﹤0.01% 460
2016
Q4 		$3K Hold
20
– – ﹤0.01% 414
2016
Q3 		$3K Hold
20
– – ﹤0.01% 310
2016
Q2 		$4K Hold
20
– – ﹤0.01% 292
2016
Q1 		$5K Hold
20
– – ﹤0.01% 257
2015
Q4 		$10K Buy
+20
New +$10.2K 0.01% 226

Other funds holding EFOI

SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AlphaMark Advisors's EFOI Position: Q3 2017 in Review

AlphaMark Advisors sold out of Energy Focus (EFOI) in Q3 2017, closing a stake of 20 shares — an estimated $2K sold.

AlphaMark Advisors first reported a position in EFOI in Q4 2015 and held it in 7 quarters. The position peaked at $10K in Q4 2015. 22 funds tracked by Wall St. Rank hold EFOI as of Q3 2017.

  • AlphaMark Advisors reported no remaining Energy Focus position as of Q3 2017 after selling out during the quarter.
  • AlphaMark Advisors sold 20 Energy Focus shares in Q3 2017, an estimated $2K.
  • AlphaMark Advisors first reported a position in Energy Focus in Q4 2015 and held it in 7 quarters.
  • AlphaMark Advisors's Energy Focus position peaked at $10K in Q4 2015.
  • 22 funds tracked by Wall St. Rank held Energy Focus as of Q3 2017.

Based on AlphaMark Advisors's 13F filing for Q3 2017, filed 2 Nov 2017.