FWM
GEOS icon

Focused Wealth Management’s Geospace Technologies GEOS Stock Holding History

Focused Wealth Management’s Portfolio GEOS Stock Details GEOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1
Closed -$1K – 628
2013
Q3 		$1K Buy
+1
New +$74 ﹤0.01% 556

Other funds holding GEOS

EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Focused Wealth Management's GEOS Position: Q4 2014 in Review

Focused Wealth Management sold out of Geospace Technologies (GEOS) in Q4 2014, closing a stake of 78 shares — an estimated $3K sold.

Focused Wealth Management first reported a position in GEOS in Q3 2013 and held it in 5 quarters. The position peaked at $43K in Q3 2013. 127 funds tracked by Wall St. Rank hold GEOS as of Q4 2014.

  • Focused Wealth Management reported no remaining Geospace Technologies position as of Q4 2014 after selling out during the quarter.
  • Focused Wealth Management sold 78 Geospace Technologies shares in Q4 2014, an estimated $3K.
  • Focused Wealth Management first reported a position in Geospace Technologies in Q3 2013 and held it in 5 quarters.
  • Focused Wealth Management's Geospace Technologies position peaked at $43K in Q3 2013.
  • 127 funds tracked by Wall St. Rank held Geospace Technologies as of Q4 2014.

Based on Focused Wealth Management's 13F filing for Q4 2014, filed 6 Feb 2015.