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Cavalier Investments’s Energy Focus EFOI Stock Holding History

Cavalier Investments’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
Q2 		– Sell
-300
Closed -$78K – 123
2016
Q1 		$78K Buy
+300
New +$106K 0.04% 100

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
NJBEST
New Jersey Better Educational Savings Trust Trenton, New Jersey $62.2M AUM 2.58% 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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Cavalier Investments's EFOI Position: Q2 2016 in Review

Cavalier Investments sold out of Energy Focus (EFOI) in Q2 2016, closing a stake of 300 shares — an estimated $78K sold.

Cavalier Investments first reported a position in EFOI in Q1 2016 and held it in 1 quarter. The position peaked at $78K in Q1 2016. 37 funds tracked by Wall St. Rank hold EFOI as of Q2 2016.

  • Cavalier Investments reported no remaining Energy Focus position as of Q2 2016 after selling out during the quarter.
  • Cavalier Investments sold 300 Energy Focus shares in Q2 2016, an estimated $78K.
  • Cavalier Investments first reported a position in Energy Focus in Q1 2016 and held it in 1 quarter.
  • Cavalier Investments's Energy Focus position peaked at $78K in Q1 2016.
  • 37 funds tracked by Wall St. Rank held Energy Focus as of Q2 2016.

Based on Cavalier Investments's 13F filing for Q2 2016, filed 15 Aug 2016.