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Edmond de Rothschild Holding’s Broadwind BWEN Stock Holding History

Edmond de Rothschild Holding’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
2017
Q3 		– Sell
-23,600
Closed -$119K – 815
2017
Q2 		$119K Hold
23,600
– – ﹤0.01% 536
2017
Q1 		$197K Buy
+23,600
New +$123K 0.01% 488
2016
Q4 		– Sell
-29,529
Closed -$130K – 830
2016
Q3 		$130K Buy
29,529
+8,129
+38% +$37.1K ﹤0.01% 556
2016
Q2 		$90K Buy
+21,400
New +$78.1K ﹤0.01% 580

Other funds holding BWEN

AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Edmond de Rothschild Holding's BWEN Position: Q3 2017 in Review

Edmond de Rothschild Holding sold out of Broadwind (BWEN) in Q3 2017, closing a stake of 23,600 shares — an estimated $119K sold.

Edmond de Rothschild Holding first reported a position in BWEN in Q2 2016 and held it in 4 quarters. The position peaked at $197K in Q1 2017. 50 funds tracked by Wall St. Rank hold BWEN as of Q3 2017.

  • Edmond de Rothschild Holding reported no remaining Broadwind position as of Q3 2017 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 23,600 Broadwind shares in Q3 2017, an estimated $119K.
  • Edmond de Rothschild Holding first reported a position in Broadwind in Q2 2016 and held it in 4 quarters.
  • Edmond de Rothschild Holding's Broadwind position peaked at $197K in Q1 2017.
  • 50 funds tracked by Wall St. Rank held Broadwind as of Q3 2017.

Based on Edmond de Rothschild Holding's 13F filing for Q3 2017, filed 13 Nov 2017.