EWM
PLUG icon

Empirical Wealth Management’s Plug Power PLUG Stock Holding History

Empirical Wealth Management’s Portfolio PLUG Stock Details PLUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-20,356
Closed -$38K – 189
2018
Q1 		$38K Buy
+20,356
New +$41K 0.01% 168

Other funds holding PLUG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Empirical Wealth Management's PLUG Position: Q2 2018 in Review

Empirical Wealth Management sold out of Plug Power (PLUG) in Q2 2018, closing a stake of 20,356 shares — an estimated $38K sold.

Empirical Wealth Management first reported a position in PLUG in Q1 2018 and held it in 1 quarter. The position peaked at $38K in Q1 2018. 166 funds tracked by Wall St. Rank hold PLUG as of Q2 2018.

  • Empirical Wealth Management reported no remaining Plug Power position as of Q2 2018 after selling out during the quarter.
  • Empirical Wealth Management sold 20,356 Plug Power shares in Q2 2018, an estimated $38K.
  • Empirical Wealth Management first reported a position in Plug Power in Q1 2018 and held it in 1 quarter.
  • Empirical Wealth Management's Plug Power position peaked at $38K in Q1 2018.
  • 166 funds tracked by Wall St. Rank held Plug Power as of Q2 2018.

Based on Empirical Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.