BFA
PIOI

Beaumont Financial Advisors’s Active Power Inc PIOI Stock Holding History

Beaumont Financial Advisors’s Portfolio PIOI Stock Details PIOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-20,000
Closed -$67K – 161
2013
Q4 		$67K Hold
20,000
– – 0.01% 147
2013
Q3 		$58K Hold
20,000
– – 0.01% 149
2013
Q2 		$84K Buy
+20,000
New +$86.8K 0.01% 146

Other funds holding PIOI

TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
AWMDMG
Austin W. Marxe & David M. Greenhouse New York $733M AUM 21.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Beaumont Financial Advisors's PIOI Position: Q1 2014 in Review

Beaumont Financial Advisors sold out of Active Power Inc (PIOI) in Q1 2014, closing a stake of 20,000 shares — an estimated $67K sold.

Beaumont Financial Advisors first reported a position in PIOI in Q2 2013 and held it in 3 quarters. The position peaked at $84K in Q2 2013. 33 funds tracked by Wall St. Rank hold PIOI as of Q1 2014.

  • Beaumont Financial Advisors reported no remaining Active Power Inc position as of Q1 2014 after selling out during the quarter.
  • Beaumont Financial Advisors sold 20,000 Active Power Inc shares in Q1 2014, an estimated $67K.
  • Beaumont Financial Advisors first reported a position in Active Power Inc in Q2 2013 and held it in 3 quarters.
  • Beaumont Financial Advisors's Active Power Inc position peaked at $84K in Q2 2013.
  • 33 funds tracked by Wall St. Rank held Active Power Inc as of Q1 2014.

Based on Beaumont Financial Advisors's 13F filing for Q1 2014, filed 7 May 2014.