Commonwealth Equity Services
IPWR icon

Commonwealth Equity Services’s Ideal Power IPWR Stock Holding History

Commonwealth Equity Services’s Portfolio IPWR Stock Details IPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-3,436
Closed -$8K – 2765
2018
Q4 		$8K Buy
3,436
+2,400
+232% +$10.2K ﹤0.01% 2658
2018
Q3 		$6K Buy
+1,036
New +$8.21K ﹤0.01% 2782
2018
Q1 		– Sell
-6,666
Closed -$95K – 2757
2017
Q4 		$95K Sell
6,666
-70
-1% -$1.3K ﹤0.01% 2517
2017
Q3 		$174K Buy
6,736
+160
+2% +$3.98K ﹤0.01% 2325
2017
Q2 		$138K Hold
6,576
– – ﹤0.01% 2329
2017
Q1 		$214K Buy
6,576
+140
+2% +$3.86K ﹤0.01% 2100
2016
Q4 		$212K Buy
6,436
+2,676
+71% +$118K ﹤0.01% 2011
2016
Q3 		$194K Hold
3,760
– – ﹤0.01% 1998
2016
Q2 		$185K Buy
3,760
+450
+14% +$21.4K ﹤0.01% 1985
2016
Q1 		$150K Buy
3,310
+750
+29% +$39K ﹤0.01% 1997
2015
Q4 		$205K Hold
2,560
– – ﹤0.01% 1864
2015
Q3 		$169K Buy
2,560
+850
+50% +$64.8K ﹤0.01% 1881
2015
Q2 		$143K Buy
+1,710
New +$156K ﹤0.01% 2015

Other funds holding IPWR

AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Commonwealth Equity Services's IPWR Position: Q1 2019 in Review

Commonwealth Equity Services sold out of Ideal Power (IPWR) in Q1 2019, closing a stake of 3,436 shares — an estimated $8K sold.

Commonwealth Equity Services first reported a position in IPWR in Q2 2015 and held it in 13 quarters. The position peaked at $214K in Q1 2017. 12 funds tracked by Wall St. Rank hold IPWR as of Q1 2019.

  • Commonwealth Equity Services reported no remaining Ideal Power position as of Q1 2019 after selling out during the quarter.
  • Commonwealth Equity Services sold 3,436 Ideal Power shares in Q1 2019, an estimated $8K.
  • Commonwealth Equity Services first reported a position in Ideal Power in Q2 2015 and held it in 13 quarters.
  • Commonwealth Equity Services's Ideal Power position peaked at $214K in Q1 2017.
  • 12 funds tracked by Wall St. Rank held Ideal Power as of Q1 2019.

Based on Commonwealth Equity Services's 13F filing for Q1 2019, filed 13 May 2019.