BL
MXWL

BCWM LLC’s Maxwell Technologies Inc MXWL Stock Holding History

BCWM LLC’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
2015
Q4 		– Sell
-11,000
Closed -$60K – 89
2015
Q3 		$60K Sell
11,000
-3,000
-21% -$15.2K 0.03% 95
2015
Q2 		$84K Buy
+14,000
New +$86.9K 0.04% 94
2015
Q1 		– Sell
-11,000
Closed -$1M – 96
2014
Q4 		$1M Sell
11,000
-2,000
-15% -$19.5K 0.05% 90
2014
Q3 		$1.13K Buy
+13,000
New +$138K 0.06% 91

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BCWM LLC's MXWL Position: Q4 2015 in Review

BCWM LLC sold out of Maxwell Technologies Inc (MXWL) in Q4 2015, closing a stake of 11,000 shares — an estimated $60K sold.

BCWM LLC first reported a position in MXWL in Q3 2014 and held it in 4 quarters. The position peaked at $1M in Q4 2014. 82 funds tracked by Wall St. Rank hold MXWL as of Q4 2015.

  • BCWM LLC reported no remaining Maxwell Technologies Inc position as of Q4 2015 after selling out during the quarter.
  • BCWM LLC sold 11,000 Maxwell Technologies Inc shares in Q4 2015, an estimated $60K.
  • BCWM LLC first reported a position in Maxwell Technologies Inc in Q3 2014 and held it in 4 quarters.
  • BCWM LLC's Maxwell Technologies Inc position peaked at $1M in Q4 2014.
  • 82 funds tracked by Wall St. Rank held Maxwell Technologies Inc as of Q4 2015.

Based on BCWM LLC's 13F filing for Q4 2015, filed 11 Feb 2016.