BFS
MXWL

Bradley Foster & Sargent’s Maxwell Technologies Inc MXWL Stock Holding History

Bradley Foster & Sargent’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
2018
Q4 		– Sell
-340,965
Closed -$1.19M – 376
2018
Q3 		$1.19M Buy
340,965
+500
+0.1% +$2.02K 0.04% 212
2018
Q2 		$1.77M Sell
340,465
-200
-0.1% -$1.09K 0.06% 180
2018
Q1 		$2.02M Buy
340,665
+15,000
+5% +$87.2K 0.08% 164
2017
Q4 		$1.88M Buy
325,665
+17,580
+6% +$91.5K 0.07% 166
2017
Q3 		$1.58M Buy
+308,085
New +$1.76M 0.06% 177

Other funds holding MXWL

VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bradley Foster & Sargent's MXWL Position: Q4 2018 in Review

Bradley Foster & Sargent sold out of Maxwell Technologies Inc (MXWL) in Q4 2018, closing a stake of 340,965 shares — an estimated $1.19M sold.

Bradley Foster & Sargent first reported a position in MXWL in Q3 2017 and held it in 5 quarters. The position peaked at $2.02M in Q1 2018. 87 funds tracked by Wall St. Rank hold MXWL as of Q4 2018.

  • Bradley Foster & Sargent reported no remaining Maxwell Technologies Inc position as of Q4 2018 after selling out during the quarter.
  • Bradley Foster & Sargent sold 340,965 Maxwell Technologies Inc shares in Q4 2018, an estimated $1.19M.
  • Bradley Foster & Sargent first reported a position in Maxwell Technologies Inc in Q3 2017 and held it in 5 quarters.
  • Bradley Foster & Sargent's Maxwell Technologies Inc position peaked at $2.02M in Q1 2018.
  • 87 funds tracked by Wall St. Rank held Maxwell Technologies Inc as of Q4 2018.

Based on Bradley Foster & Sargent's 13F filing for Q4 2018, filed 30 Jan 2019.