Essex Investment Management’s Summer Infant, Inc. SUMR Stock Holding History

Essex Investment Management’s Portfolio SUMR Stock Details SUMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-1,736	Closed	-$42K	–	349
2015 Q1	$42K	Sell	1,736 -266	-13%	-$7.08K	0.01%	308
2014 Q4	$59K	Sell	2,002 -244	-11%	-$6.62K	0.01%	319
2014 Q3	$71K	Hold	2,246	–	–	0.01%	340
2014 Q2	$58K	Buy	+2,246	New	+$50.7K	0.01%	347

Other funds holding SUMR

Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

MCP

Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.82% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

Diker Management New York $112M AUM 59.78% 1-Year Est. Return

Essex Investment Management's SUMR Position: Q2 2015 in Review

Essex Investment Management sold out of Summer Infant, Inc. (SUMR) in Q2 2015, closing a stake of 1,736 shares — an estimated $42K sold.

Essex Investment Management first reported a position in SUMR in Q2 2014 and held it in 4 quarters. The position peaked at $71K in Q3 2014. 25 funds tracked by Wall St. Rank hold SUMR as of Q2 2015.

Essex Investment Management reported no remaining Summer Infant, Inc. position as of Q2 2015 after selling out during the quarter.
Essex Investment Management sold 1,736 Summer Infant, Inc. shares in Q2 2015, an estimated $42K.
Essex Investment Management first reported a position in Summer Infant, Inc. in Q2 2014 and held it in 4 quarters.
Essex Investment Management's Summer Infant, Inc. position peaked at $71K in Q3 2014.
25 funds tracked by Wall St. Rank held Summer Infant, Inc. as of Q2 2015.

Based on Essex Investment Management's 13F filing for Q2 2015, filed 28 Jul 2015.