EIM
OPWR

Essex Investment Management’s OPOWER INC COM STK (DE) OPWR Stock Holding History

Essex Investment Management’s Portfolio OPWR Stock Details OPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-61,514
Closed -$875K – 363
2014
Q4 		$875K Sell
61,514
-9,958
-14% -$161K 0.13% 169
2014
Q3 		$1.35M Buy
+71,472
New +$1.2M 0.21% 119

Other funds holding OPWR

NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AXA
Accel X Associates Palo Alto, California $33M AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HCCM
Herring Creek Capital Management Stamford, Connecticut $372M AUM 8.41% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

Essex Investment Management's OPWR Position: Q1 2015 in Review

Essex Investment Management sold out of OPOWER INC COM STK (DE) (OPWR) in Q1 2015, closing a stake of 61,514 shares — an estimated $875K sold.

Essex Investment Management first reported a position in OPWR in Q3 2014 and held it in 2 quarters. The position peaked at $1.35M in Q3 2014. 67 funds tracked by Wall St. Rank hold OPWR as of Q1 2015.

  • Essex Investment Management reported no remaining OPOWER INC COM STK (DE) position as of Q1 2015 after selling out during the quarter.
  • Essex Investment Management sold 61,514 OPOWER INC COM STK (DE) shares in Q1 2015, an estimated $875K.
  • Essex Investment Management first reported a position in OPOWER INC COM STK (DE) in Q3 2014 and held it in 2 quarters.
  • Essex Investment Management's OPOWER INC COM STK (DE) position peaked at $1.35M in Q3 2014.
  • 67 funds tracked by Wall St. Rank held OPOWER INC COM STK (DE) as of Q1 2015.

Based on Essex Investment Management's 13F filing for Q1 2015, filed 6 May 2015.