Edge Wealth Management’s Broadwind BWEN Stock Holding History

Edge Wealth Management’s Portfolio BWEN Stock Details BWEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-112	Closed	-$1K	–	605
2019 Q2	$1K	Hold	112	–	–	﹤0.01%	553
2019 Q1	$0	Hold	112	–	–	﹤0.01%	563
2018 Q4	$0	Hold	112	–	–	﹤0.01%	570
2018 Q3	$1K	Hold	112	–	–	﹤0.01%	565
2018 Q2	$1K	Hold	112	–	–	﹤0.01%	545
2018 Q1	$1K	Hold	112	–	–	﹤0.01%	522
2017 Q4	$1K	Hold	112	–	–	﹤0.01%	498
2017 Q3	$1K	Sell	112 -20,000	-99%	-$75.2K	﹤0.01%	500
2017 Q2	$96K	Buy	20,112 +20,000	+17,857%	+$127K	0.03%	175
2017 Q1	$1K	Hold	112	–	–	﹤0.01%	472
2016 Q4	$1K	Hold	112	–	–	﹤0.01%	445
2016 Q3	$1K	Hold	112	–	–	﹤0.01%	448
2016 Q2	$0	Hold	112	–	–	﹤0.01%	460
2016 Q1	$1K	Hold	112	–	–	﹤0.01%	396
2015 Q4	$1K	Hold	112	–	–	﹤0.01%	411
2015 Q3	$1K	Hold	112	–	–	﹤0.01%	411
2015 Q2	$0	Hold	112	–	–	﹤0.01%	430
2015 Q1	$1K	Hold	112	–	–	﹤0.01%	403
2014 Q4	$1K	Hold	112	–	–	﹤0.01%	398
2014 Q3	$1K	Hold	112	–	–	﹤0.01%	388
2014 Q2	$1K	Hold	112	–	–	﹤0.01%	364
2014 Q1	$1K	Hold	112	–	–	﹤0.01%	379
2013 Q4	$1K	Hold	112	–	–	﹤0.01%	338
2013 Q3	$1K	Sell	112 -30,000	-100%	-$174K	﹤0.01%	315
2013 Q2	$139K	Buy	+30,112	New	+$132K	0.09%	73

Other funds holding BWEN

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Edge Wealth Management's BWEN Position: Q3 2019 in Review

Edge Wealth Management sold out of Broadwind (BWEN) in Q3 2019, closing a stake of 112 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in BWEN in Q2 2013 and held it in 25 quarters. The position peaked at $139K in Q2 2013. 33 funds tracked by Wall St. Rank hold BWEN as of Q3 2019.

Edge Wealth Management reported no remaining Broadwind position as of Q3 2019 after selling out during the quarter.
Edge Wealth Management sold 112 Broadwind shares in Q3 2019, an estimated $1K.
Edge Wealth Management first reported a position in Broadwind in Q2 2013 and held it in 25 quarters.
Edge Wealth Management's Broadwind position peaked at $139K in Q2 2013.
33 funds tracked by Wall St. Rank held Broadwind as of Q3 2019.

Based on Edge Wealth Management's 13F filing for Q3 2019, filed 21 Oct 2019.