CWM
PIOI

Concert Wealth Management’s Active Power Inc PIOI Stock Holding History

Concert Wealth Management’s Portfolio PIOI Stock Details PIOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-10,775
Closed -$14K – 733
2015
Q4 		$14K Buy
+10,775
New +$16K ﹤0.01% 679

Other funds holding PIOI

PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return

Concert Wealth Management's PIOI Position: Q1 2016 in Review

Concert Wealth Management sold out of Active Power Inc (PIOI) in Q1 2016, closing a stake of 10,775 shares — an estimated $14K sold.

Concert Wealth Management first reported a position in PIOI in Q4 2015 and held it in 1 quarter. The position peaked at $14K in Q4 2015. 27 funds tracked by Wall St. Rank hold PIOI as of Q1 2016.

  • Concert Wealth Management reported no remaining Active Power Inc position as of Q1 2016 after selling out during the quarter.
  • Concert Wealth Management sold 10,775 Active Power Inc shares in Q1 2016, an estimated $14K.
  • Concert Wealth Management first reported a position in Active Power Inc in Q4 2015 and held it in 1 quarter.
  • Concert Wealth Management's Active Power Inc position peaked at $14K in Q4 2015.
  • 27 funds tracked by Wall St. Rank held Active Power Inc as of Q1 2016.

Based on Concert Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.