Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Energy Focus EFOI Stock Holding History

Cambridge Investment Research 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
2016
Q4 		– Sell
-1,741
Closed -$298K – 1744
2016
Q3 		$298K Hold
1,741
– – 0.01% 1299
2016
Q2 		$380K Buy
+1,741
New +$412K 0.01% 1077

Other funds holding EFOI

SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NJBEST
New Jersey Better Educational Savings Trust Trenton, New Jersey $62.2M AUM 2.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Cambridge Investment Research Advisors's EFOI Position: Q4 2016 in Review

Cambridge Investment Research Advisors sold out of Energy Focus (EFOI) in Q4 2016, closing a stake of 1,741 shares — an estimated $298K sold.

Cambridge Investment Research Advisors first reported a position in EFOI in Q2 2016 and held it in 2 quarters. The position peaked at $380K in Q2 2016. 31 funds tracked by Wall St. Rank hold EFOI as of Q4 2016.

  • Cambridge Investment Research Advisors reported no remaining Energy Focus position as of Q4 2016 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 1,741 Energy Focus shares in Q4 2016, an estimated $298K.
  • Cambridge Investment Research Advisors first reported a position in Energy Focus in Q2 2016 and held it in 2 quarters.
  • Cambridge Investment Research Advisors's Energy Focus position peaked at $380K in Q2 2016.
  • 31 funds tracked by Wall St. Rank held Energy Focus as of Q4 2016.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.