FWM
PMFG

Focused Wealth Management’s PMFG INC COM STK (DE) PMFG Stock Holding History

Focused Wealth Management’s Portfolio PMFG Stock Details PMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-4,700
Closed -$25K – 742
2014
Q4 		$25K Buy
+4,700
New +$26.8K 0.02% 278

Other funds holding PMFG

NA
NSB Advisors Fishkill, New York $80.2M AUM 3.16% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Focused Wealth Management's PMFG Position: Q1 2015 in Review

Focused Wealth Management sold out of PMFG INC COM STK (DE) (PMFG) in Q1 2015, closing a stake of 4,700 shares — an estimated $25K sold.

Focused Wealth Management first reported a position in PMFG in Q4 2014 and held it in 1 quarter. The position peaked at $25K in Q4 2014. 41 funds tracked by Wall St. Rank hold PMFG as of Q1 2015.

  • Focused Wealth Management reported no remaining PMFG INC COM STK (DE) position as of Q1 2015 after selling out during the quarter.
  • Focused Wealth Management sold 4,700 PMFG INC COM STK (DE) shares in Q1 2015, an estimated $25K.
  • Focused Wealth Management first reported a position in PMFG INC COM STK (DE) in Q4 2014 and held it in 1 quarter.
  • Focused Wealth Management's PMFG INC COM STK (DE) position peaked at $25K in Q4 2014.
  • 41 funds tracked by Wall St. Rank held PMFG INC COM STK (DE) as of Q1 2015.

Based on Focused Wealth Management's 13F filing for Q1 2015, filed 7 May 2015.