EIM
SUNW

Essex Investment Management’s Sunworks, Inc. SUNW Stock Holding History

Essex Investment Management’s Portfolio SUNW Stock Details SUNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-10,992
Closed -$86K – 441
2018
Q2 		$86K Buy
+10,992
New +$81.1K 0.01% 389

Other funds holding SUNW

Vanguard Group
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
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CMG
Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return

Essex Investment Management's SUNW Position: Q3 2018 in Review

Essex Investment Management sold out of Sunworks, Inc. (SUNW) in Q3 2018, closing a stake of 10,992 shares — an estimated $86K sold.

Essex Investment Management first reported a position in SUNW in Q2 2018 and held it in 1 quarter. The position peaked at $86K in Q2 2018. 20 funds tracked by Wall St. Rank hold SUNW as of Q3 2018.

  • Essex Investment Management reported no remaining Sunworks, Inc. position as of Q3 2018 after selling out during the quarter.
  • Essex Investment Management sold 10,992 Sunworks, Inc. shares in Q3 2018, an estimated $86K.
  • Essex Investment Management first reported a position in Sunworks, Inc. in Q2 2018 and held it in 1 quarter.
  • Essex Investment Management's Sunworks, Inc. position peaked at $86K in Q2 2018.
  • 20 funds tracked by Wall St. Rank held Sunworks, Inc. as of Q3 2018.

Based on Essex Investment Management's 13F filing for Q3 2018, filed 16 Oct 2018.