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Global Wealth Management Investment Advisory’s Energy Recovery ERII Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio ERII Stock Details ERII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-200
Closed -$1K – 697
2018
Q4 		$1K Buy
+200
New +$1.57K ﹤0.01% 634

Other funds holding ERII

TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Global Wealth Management Investment Advisory's ERII Position: Q1 2019 in Review

Global Wealth Management Investment Advisory sold out of Energy Recovery (ERII) in Q1 2019, closing a stake of 200 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in ERII in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 106 funds tracked by Wall St. Rank hold ERII as of Q1 2019.

  • Global Wealth Management Investment Advisory reported no remaining Energy Recovery position as of Q1 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 200 Energy Recovery shares in Q1 2019, an estimated $1K.
  • Global Wealth Management Investment Advisory first reported a position in Energy Recovery in Q4 2018 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Energy Recovery position peaked at $1K in Q4 2018.
  • 106 funds tracked by Wall St. Rank held Energy Recovery as of Q1 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2019, filed 10 May 2019.