GC
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Globeflex Capital’s Energy Focus EFOI Stock Holding History

Globeflex Capital’s Portfolio EFOI Stock Details EFOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1
Closed – – 471
2016
Q1 		$0 Hold
1
– – ﹤0.01% 455
2015
Q4 		$1K Hold
1
– – ﹤0.01% 371
2015
Q3 		$0 Buy
+1
New +$501 ﹤0.01% 520

Other funds holding EFOI

SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
NJBEST
New Jersey Better Educational Savings Trust Trenton, New Jersey $62.2M AUM 2.58% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Globeflex Capital's EFOI Position: Q2 2016 in Review

Globeflex Capital sold out of Energy Focus (EFOI) in Q2 2016, closing a stake of 1 share.

Globeflex Capital first reported a position in EFOI in Q3 2015 and held it in 3 quarters. The position peaked at $1K in Q4 2015. 37 funds tracked by Wall St. Rank hold EFOI as of Q2 2016.

  • Globeflex Capital reported no remaining Energy Focus position as of Q2 2016 after selling out during the quarter.
  • Globeflex Capital sold 1 Energy Focus share in Q2 2016.
  • Globeflex Capital first reported a position in Energy Focus in Q3 2015 and held it in 3 quarters.
  • Globeflex Capital's Energy Focus position peaked at $1K in Q4 2015.
  • 37 funds tracked by Wall St. Rank held Energy Focus as of Q2 2016.

Based on Globeflex Capital's 13F filing for Q2 2016, filed 10 Aug 2016.