CFA
BCON

Carroll Financial Associates’s BEACON POWER CORPORATION COM BCON Stock Holding History

Carroll Financial Associates’s Portfolio BCON Stock Details BCON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,410
Closed – – 992
2013
Q4 		$0 Hold
1,410
– – ﹤0.01% 976
2013
Q3 		$0 Hold
1,410
– – ﹤0.01% 912
2013
Q2 		$0 Buy
+1,410
New – ﹤0.01% 757

Other funds holding BCON

WOC
West Oak Capital Westlake Village, California $2.52M AUM 17.57% 1-Year Est. Return

Carroll Financial Associates's BCON Position: Q1 2014 in Review

Carroll Financial Associates sold out of BEACON POWER CORPORATION COM (BCON) in Q1 2014, closing a stake of 1,410 shares.

Carroll Financial Associates first reported a position in BCON in Q2 2013 and held it in 3 quarters. The position peaked at $0 in Q4 2013. 2 funds tracked by Wall St. Rank hold BCON as of Q1 2014.

  • Carroll Financial Associates reported no remaining BEACON POWER CORPORATION COM position as of Q1 2014 after selling out during the quarter.
  • Carroll Financial Associates sold 1,410 BEACON POWER CORPORATION COM shares in Q1 2014.
  • Carroll Financial Associates first reported a position in BEACON POWER CORPORATION COM in Q2 2013 and held it in 3 quarters.
  • Carroll Financial Associates's BEACON POWER CORPORATION COM position peaked at $0 in Q4 2013.
  • 2 funds tracked by Wall St. Rank held BEACON POWER CORPORATION COM as of Q1 2014.

Based on Carroll Financial Associates's 13F filing for Q1 2014, filed 2 May 2014.