ACM
XWES

Ashford Capital Management’s WORLD ENERGY SOLUTIONS INC NEW COMMON (DE) XWES Stock Holding History

Ashford Capital Management’s Portfolio XWES Stock Details XWES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-118,000
Closed -$468K – 137
2013
Q2 		$468K Buy
+118,000
New +$462K 0.1% 106

Other funds holding XWES

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AWMDMG
Austin W. Marxe & David M. Greenhouse New York $733M AUM 21.72% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GBA
Garrison Bradford & Associates New York $92.2M AUM 19.08% 1-Year Est. Return
EEG
E.E. Geduld $178M AUM 29.34% 1-Year Est. Return

Ashford Capital Management's XWES Position: Q3 2013 in Review

Ashford Capital Management sold out of WORLD ENERGY SOLUTIONS INC NEW COMMON (DE) (XWES) in Q3 2013, closing a stake of 118,000 shares — an estimated $468K sold.

Ashford Capital Management first reported a position in XWES in Q2 2013 and held it in 1 quarter. The position peaked at $468K in Q2 2013. 19 funds tracked by Wall St. Rank hold XWES as of Q3 2013.

  • Ashford Capital Management reported no remaining WORLD ENERGY SOLUTIONS INC NEW COMMON (DE) position as of Q3 2013 after selling out during the quarter.
  • Ashford Capital Management sold 118,000 WORLD ENERGY SOLUTIONS INC NEW COMMON (DE) shares in Q3 2013, an estimated $468K.
  • Ashford Capital Management first reported a position in WORLD ENERGY SOLUTIONS INC NEW COMMON (DE) in Q2 2013 and held it in 1 quarter.
  • Ashford Capital Management's WORLD ENERGY SOLUTIONS INC NEW COMMON (DE) position peaked at $468K in Q2 2013.
  • 19 funds tracked by Wall St. Rank held WORLD ENERGY SOLUTIONS INC NEW COMMON (DE) as of Q3 2013.

Based on Ashford Capital Management's 13F filing for Q3 2013, filed 15 Nov 2013.