CFA
MXWL

Carroll Financial Associates’s Maxwell Technologies Inc MXWL Stock Holding History

Carroll Financial Associates’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
2016
Q1 		– Sell
-1,465
Closed -$10K – 1255
2015
Q4 		$10K Buy
+1,465
New +$9.5K ﹤0.01% 753

Other funds holding MXWL

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $409M AUM 30.68% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Carroll Financial Associates's MXWL Position: Q1 2016 in Review

Carroll Financial Associates sold out of Maxwell Technologies Inc (MXWL) in Q1 2016, closing a stake of 1,465 shares — an estimated $10K sold.

Carroll Financial Associates first reported a position in MXWL in Q4 2015 and held it in 1 quarter. The position peaked at $10K in Q4 2015. 92 funds tracked by Wall St. Rank hold MXWL as of Q1 2016.

  • Carroll Financial Associates reported no remaining Maxwell Technologies Inc position as of Q1 2016 after selling out during the quarter.
  • Carroll Financial Associates sold 1,465 Maxwell Technologies Inc shares in Q1 2016, an estimated $10K.
  • Carroll Financial Associates first reported a position in Maxwell Technologies Inc in Q4 2015 and held it in 1 quarter.
  • Carroll Financial Associates's Maxwell Technologies Inc position peaked at $10K in Q4 2015.
  • 92 funds tracked by Wall St. Rank held Maxwell Technologies Inc as of Q1 2016.

Based on Carroll Financial Associates's 13F filing for Q1 2016, filed 20 Apr 2016.