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Benjamin F. Edwards & Company’s Energy Focus EFOI Stock Holding History

Benjamin F. Edwards & Company’s Portfolio EFOI Stock Details EFOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-14
Closed – – 1717
2018
Q4 		$0 Hold
14
– – ﹤0.01% 1705
2018
Q3 		$1K Hold
14
– – ﹤0.01% 1542
2018
Q2 		$1K Hold
14
– – ﹤0.01% 1548
2018
Q1 		$1K Buy
+14
New +$1.32K ﹤0.01% 1558
2016
Q4 		– Sell
-143
Closed -$24K – 1245
2016
Q3 		$24K Buy
+143
New +$24.3K ﹤0.01% 671

Other funds holding EFOI

SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Benjamin F. Edwards & Company's EFOI Position: Q1 2019 in Review

Benjamin F. Edwards & Company sold out of Energy Focus (EFOI) in Q1 2019, closing a stake of 14 shares.

Benjamin F. Edwards & Company first reported a position in EFOI in Q3 2016 and held it in 5 quarters. The position peaked at $24K in Q3 2016. 22 funds tracked by Wall St. Rank hold EFOI as of Q1 2019.

  • Benjamin F. Edwards & Company reported no remaining Energy Focus position as of Q1 2019 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 14 Energy Focus shares in Q1 2019.
  • Benjamin F. Edwards & Company first reported a position in Energy Focus in Q3 2016 and held it in 5 quarters.
  • Benjamin F. Edwards & Company's Energy Focus position peaked at $24K in Q3 2016.
  • 22 funds tracked by Wall St. Rank held Energy Focus as of Q1 2019.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2019, filed 15 May 2019.