CA
EFOI icon

Cambridge Advisors’s Energy Focus EFOI Stock Holding History

Cambridge Advisors’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
2020
Q2 		– Sell
-1,049
Closed -$12K – 144
2020
Q1 		$12K Hold
1,049
– – ﹤0.01% 136
2019
Q4 		$17K Sell
1,049
-97
-8% -$1.5K 0.01% 146
2019
Q3 		$19K Hold
1,146
– – 0.01% 130
2019
Q2 		$16K Hold
1,146
– – 0.01% 137
2019
Q1 		$49K Sell
1,146
-1,177
-51% -$41.8K 0.02% 135
2018
Q4 		$50K Hold
2,323
– – 0.02% 132
2018
Q3 		$167K Sell
2,323
-85
-4% -$6.45K 0.06% 137
2018
Q2 		$160K Sell
2,408
-28
-1% -$2.29K 0.06% 139
2018
Q1 		$217K Sell
2,436
-114
-4% -$10.8K 0.08% 131
2017
Q4 		$218K Hold
2,550
– – 0.08% 129
2017
Q3 		$244K Hold
2,550
– – 0.09% 122
2017
Q2 		$235K Sell
2,550
-101
-4% -$10.7K 0.1% 119
2017
Q1 		$305K Buy
2,651
+78
+3% +$11.1K 0.13% 108
2016
Q4 		$383K Buy
2,573
+435
+20% +$68.9K 0.17% 100
2016
Q3 		$366K Buy
2,138
+806
+61% +$137K 0.16% 100
2016
Q2 		$291K Sell
1,332
-109
-8% -$25.8K 0.13% 110
2016
Q1 		$375K Buy
1,441
+229
+19% +$80.9K 0.17% 95
2015
Q4 		$583K Buy
1,212
+258
+27% +$132K 0.33% 65
2015
Q3 		$394K Buy
+954
New +$478K 0.23% 85

Other funds holding EFOI

WVP
Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Advisors's EFOI Position: Q2 2020 in Review

Cambridge Advisors sold out of Energy Focus (EFOI) in Q2 2020, closing a stake of 1,049 shares — an estimated $12K sold.

Cambridge Advisors first reported a position in EFOI in Q3 2015 and held it in 19 quarters. The position peaked at $583K in Q4 2015. 16 funds tracked by Wall St. Rank hold EFOI as of Q2 2020.

  • Cambridge Advisors reported no remaining Energy Focus position as of Q2 2020 after selling out during the quarter.
  • Cambridge Advisors sold 1,049 Energy Focus shares in Q2 2020, an estimated $12K.
  • Cambridge Advisors first reported a position in Energy Focus in Q3 2015 and held it in 19 quarters.
  • Cambridge Advisors's Energy Focus position peaked at $583K in Q4 2015.
  • 16 funds tracked by Wall St. Rank held Energy Focus as of Q2 2020.

Based on Cambridge Advisors's 13F filing for Q2 2020, filed 17 Jul 2020.