AG
BWEN icon

Aperio Group’s Broadwind BWEN Stock Holding History

Aperio Group’s Portfolio BWEN Stock Details BWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-74,916
Closed -$155K – 1991
2015
Q3 		$155K Buy
74,916
+977
+1% +$3.27K ﹤0.01% 1802
2015
Q2 		$314K Buy
73,939
+14,242
+24% +$59.7K ﹤0.01% 1598
2015
Q1 		$298K Hold
59,697
– – ﹤0.01% 1573
2014
Q4 		$322K Buy
59,697
+7,434
+14% +$49.5K ﹤0.01% 1454
2014
Q3 		$391K Hold
52,263
– – 0.01% 1258
2014
Q2 		$458K Sell
52,263
-1,245
-2% -$14.2K 0.01% 1170
2014
Q1 		$654K Buy
+53,508
New +$522K 0.01% 1211
2013
Q4 		– Sell
-61,397
Closed -$477K – 1257
2013
Q3 		$482K Buy
61,397
+8,036
+15% +$46.5K 0.01% 1153
2013
Q2 		$255K Buy
+53,361
New +$233K 0.01% 1372

Other funds holding BWEN

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Aperio Group's BWEN Position: Q4 2015 in Review

Aperio Group sold out of Broadwind (BWEN) in Q4 2015, closing a stake of 74,916 shares — an estimated $155K sold.

Aperio Group first reported a position in BWEN in Q2 2013 and held it in 9 quarters. The position peaked at $654K in Q1 2014. 38 funds tracked by Wall St. Rank hold BWEN as of Q4 2015.

  • Aperio Group reported no remaining Broadwind position as of Q4 2015 after selling out during the quarter.
  • Aperio Group sold 74,916 Broadwind shares in Q4 2015, an estimated $155K.
  • Aperio Group first reported a position in Broadwind in Q2 2013 and held it in 9 quarters.
  • Aperio Group's Broadwind position peaked at $654K in Q1 2014.
  • 38 funds tracked by Wall St. Rank held Broadwind as of Q4 2015.

Based on Aperio Group's 13F filing for Q4 2015, filed 21 Jan 2016.