CFA
MXWL

CT Financial Advisors’s Maxwell Technologies Inc MXWL Stock Holding History

CT Financial Advisors’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
2017
Q1 		$7.55K Hold
1,300
– – ﹤0.01% 479
2016
Q4 		$6.66K Hold
1,300
– – ﹤0.01% 483
2016
Q3 		$6.71K Hold
1,300
– – ﹤0.01% 476
2016
Q2 		$6.86K Hold
1,300
– – ﹤0.01% 472
2016
Q1 		$7.72K Hold
1,300
– – ﹤0.01% 474
2015
Q4 		$9.28K Hold
1,300
– – 0.01% 462
2015
Q3 		$7.05K Hold
1,300
– – ﹤0.01% 495
2015
Q2 		$7.76K Hold
1,300
– – ﹤0.01% 494
2015
Q1 		$10.5K Hold
1,300
– – 0.01% 458
2014
Q4 		$11.9K Buy
+1,300
New +$12.7K 0.01% 367
2014
Q1 		$10.5K Buy
+1,300
New +$13.2K 0.01% 458

Other funds holding MXWL

VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CT Financial Advisors's MXWL Position: Q1 2017 in Review

CT Financial Advisors held its Maxwell Technologies Inc (MXWL) position steady in Q1 2017 at 1,300 shares worth $7.55K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

CT Financial Advisors first reported a position in MXWL in Q1 2014 and has held it in 11 quarters since. The position peaked at $11.9K in Q4 2014. 84 funds tracked by Wall St. Rank hold MXWL as of Q1 2017.

  • CT Financial Advisors held 1,300 shares of Maxwell Technologies Inc worth $7.55K as of Q1 2017.
  • CT Financial Advisors left its Maxwell Technologies Inc share count unchanged in Q1 2017.
  • Maxwell Technologies Inc made up ﹤0.01% of CT Financial Advisors's portfolio in Q1 2017, its #479 holding.
  • CT Financial Advisors first reported a position in Maxwell Technologies Inc in Q1 2014 and has held it in 11 quarters since.
  • CT Financial Advisors's Maxwell Technologies Inc position peaked at $11.9K in Q4 2014.
  • 84 funds tracked by Wall St. Rank held Maxwell Technologies Inc as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.