BDO Wealth Advisors’s Vuzix VUZI Stock Holding History

BDO Wealth Advisors’s Portfolio VUZI Stock Details VUZI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-600	Closed	-$4K	–	554
2017 Q2	$4K	Buy	+600	New	+$3.56K	﹤0.01%	452

Other funds holding VUZI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

EMG

ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BDO Wealth Advisors's VUZI Position: Q3 2017 in Review

BDO Wealth Advisors sold out of Vuzix (VUZI) in Q3 2017, closing a stake of 600 shares — an estimated $4K sold.

BDO Wealth Advisors first reported a position in VUZI in Q2 2017 and held it in 1 quarter. The position peaked at $4K in Q2 2017. 32 funds tracked by Wall St. Rank hold VUZI as of Q3 2017.

BDO Wealth Advisors reported no remaining Vuzix position as of Q3 2017 after selling out during the quarter.
BDO Wealth Advisors sold 600 Vuzix shares in Q3 2017, an estimated $4K.
BDO Wealth Advisors first reported a position in Vuzix in Q2 2017 and held it in 1 quarter.
BDO Wealth Advisors's Vuzix position peaked at $4K in Q2 2017.
32 funds tracked by Wall St. Rank held Vuzix as of Q3 2017.

Based on BDO Wealth Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.