Commonwealth Equity Services
EFOI icon

Commonwealth Equity Services’s Energy Focus EFOI Stock Holding History

Commonwealth Equity Services’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
2017
Q4 		– Sell
-365
Closed -$35K – 2691
2017
Q3 		$35K Buy
365
+54
+17% +$4.13K ﹤0.01% 2488
2017
Q2 		$29K Sell
311
-2
-0.6% -$212 ﹤0.01% 2448
2017
Q1 		$36K Buy
313
+9
+3% +$1.28K ﹤0.01% 2344
2016
Q4 		$45K Sell
304
-110
-27% -$17.4K ﹤0.01% 2246
2016
Q3 		$71K Buy
414
+68
+20% +$11.5K ﹤0.01% 2151
2016
Q2 		$76K Buy
346
+2
+0.6% +$474 ﹤0.01% 2136
2016
Q1 		$90K Buy
+344
New +$122K ﹤0.01% 2070

Other funds holding EFOI

SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Commonwealth Equity Services's EFOI Position: Q4 2017 in Review

Commonwealth Equity Services sold out of Energy Focus (EFOI) in Q4 2017, closing a stake of 365 shares — an estimated $35K sold.

Commonwealth Equity Services first reported a position in EFOI in Q1 2016 and held it in 7 quarters. The position peaked at $90K in Q1 2016. 29 funds tracked by Wall St. Rank hold EFOI as of Q4 2017.

  • Commonwealth Equity Services reported no remaining Energy Focus position as of Q4 2017 after selling out during the quarter.
  • Commonwealth Equity Services sold 365 Energy Focus shares in Q4 2017, an estimated $35K.
  • Commonwealth Equity Services first reported a position in Energy Focus in Q1 2016 and held it in 7 quarters.
  • Commonwealth Equity Services's Energy Focus position peaked at $90K in Q1 2016.
  • 29 funds tracked by Wall St. Rank held Energy Focus as of Q4 2017.

Based on Commonwealth Equity Services's 13F filing for Q4 2017, filed 12 Feb 2018.