CG
EFOI icon

Cutler Group’s Energy Focus EFOI Stock Holding History

Cutler Group’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
2018
Q2 		– Sell
-17
Closed -$1K – 4344
2018
Q1 		$1K Buy
17
+12
+240% +$1.13K ﹤0.01% 4015
2017
Q4 		$0 Sell
5
-249
-98% -$22.7K ﹤0.01% 5114
2017
Q3 		$24K Sell
254
-5
-2% -$383 ﹤0.01% 2949
2017
Q2 		$23K Buy
259
+152
+142% +$16.1K ﹤0.01% 3261
2017
Q1 		$12K Sell
107
-213
-67% -$30.4K ﹤0.01% 3848
2016
Q4 		$47K Buy
320
+240
+300% +$38K ﹤0.01% 2603
2016
Q3 		$13K Buy
+80
New +$13.6K ﹤0.01% 3886
2016
Q2 		– Sell
-26
Closed -$6.16K – 6782
2016
Q1 		$6K Sell
26
-17
-40% -$6.01K ﹤0.01% 4627
2015
Q4 		$20K Buy
+43
New +$21.9K ﹤0.01% 3410

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PG
PEAK6 Group Chicago, Illinois $23.4B AUM 17.65% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cutler Group's EFOI Position: Q2 2018 in Review

Cutler Group sold out of Energy Focus (EFOI) in Q2 2018, closing a stake of 17 shares — an estimated $1K sold.

Cutler Group first reported a position in EFOI in Q4 2015 and held it in 9 quarters. The position peaked at $47K in Q4 2016. 27 funds tracked by Wall St. Rank hold EFOI as of Q2 2018.

  • Cutler Group reported no remaining Energy Focus position as of Q2 2018 after selling out during the quarter.
  • Cutler Group sold 17 Energy Focus shares in Q2 2018, an estimated $1K.
  • Cutler Group first reported a position in Energy Focus in Q4 2015 and held it in 9 quarters.
  • Cutler Group's Energy Focus position peaked at $47K in Q4 2016.
  • 27 funds tracked by Wall St. Rank held Energy Focus as of Q2 2018.

Based on Cutler Group's 13F filing for Q2 2018, filed 10 Aug 2018.