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American Portfolios Advisors’s Energy Focus EFOI Stock Holding History

American Portfolios 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
2019
Q3 		– Sell
-1
Closed -$20 – 2856
2019
Q2 		$20 Hold
1
– – ﹤0.01% 2718
2019
Q1 		$61 Buy
+1
New +$36 ﹤0.01% 2593
2018
Q4 		– Sell
-1
Closed -$103 – 2446
2018
Q3 		$103 Hold
1
– – ﹤0.01% 2391
2018
Q2 		$95 Hold
1
– – ﹤0.01% 2361
2018
Q1 		$128 Hold
1
– – ﹤0.01% 2279
2017
Q4 		$122 Buy
+1
New +$91 ﹤0.01% 2241

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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 $3.88B AUM 32.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

American Portfolios Advisors's EFOI Position: Q3 2019 in Review

American Portfolios Advisors sold out of Energy Focus (EFOI) in Q3 2019, closing a stake of 1 share — an estimated $20 sold.

American Portfolios Advisors first reported a position in EFOI in Q4 2017 and held it in 6 quarters. The position peaked at $128 in Q1 2018. 23 funds tracked by Wall St. Rank hold EFOI as of Q3 2019.

  • American Portfolios Advisors reported no remaining Energy Focus position as of Q3 2019 after selling out during the quarter.
  • American Portfolios Advisors sold 1 Energy Focus share in Q3 2019, an estimated $20.
  • American Portfolios Advisors first reported a position in Energy Focus in Q4 2017 and held it in 6 quarters.
  • American Portfolios Advisors's Energy Focus position peaked at $128 in Q1 2018.
  • 23 funds tracked by Wall St. Rank held Energy Focus as of Q3 2019.

Based on American Portfolios Advisors's 13F filing for Q3 2019, filed 24 Mar 2023.