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Focused Wealth Management’s Diodes DIOD Stock Holding History

Focused Wealth Management’s Portfolio DIOD Stock Details DIOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-300
Closed -$7K – 634
2013
Q4 		$7K Hold
300
– – 0.01% 435
2013
Q3 		$7K Buy
+300
New +$7.8K 0.01% 411

Other funds holding DIOD

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return

Focused Wealth Management's DIOD Position: Q1 2014 in Review

Focused Wealth Management sold out of Diodes (DIOD) in Q1 2014, closing a stake of 300 shares — an estimated $7K sold.

Focused Wealth Management first reported a position in DIOD in Q3 2013 and held it in 2 quarters. The position peaked at $7K in Q4 2013. 133 funds tracked by Wall St. Rank hold DIOD as of Q1 2014.

  • Focused Wealth Management reported no remaining Diodes position as of Q1 2014 after selling out during the quarter.
  • Focused Wealth Management sold 300 Diodes shares in Q1 2014, an estimated $7K.
  • Focused Wealth Management first reported a position in Diodes in Q3 2013 and held it in 2 quarters.
  • Focused Wealth Management's Diodes position peaked at $7K in Q4 2013.
  • 133 funds tracked by Wall St. Rank held Diodes as of Q1 2014.

Based on Focused Wealth Management's 13F filing for Q1 2014, filed 5 May 2014.