GI
OPWR

Gradient Investments’s OPOWER INC COM STK (DE) OPWR Stock Holding History

Gradient Investments’s Portfolio OPWR Stock Details OPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-29,422
Closed -$419K – 727
2014
Q4 		$419K Sell
29,422
-4,359
-13% -$70.6K 0.07% 136
2014
Q3 		$637K Buy
+33,781
New +$568K 0.12% 112

Other funds holding OPWR

NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AXA
Accel X Associates Palo Alto, California $33M AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HCCM
Herring Creek Capital Management Stamford, Connecticut $372M AUM 8.41% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

Gradient Investments's OPWR Position: Q1 2015 in Review

Gradient Investments sold out of OPOWER INC COM STK (DE) (OPWR) in Q1 2015, closing a stake of 29,422 shares — an estimated $419K sold.

Gradient Investments first reported a position in OPWR in Q3 2014 and held it in 2 quarters. The position peaked at $637K in Q3 2014. 67 funds tracked by Wall St. Rank hold OPWR as of Q1 2015.

  • Gradient Investments reported no remaining OPOWER INC COM STK (DE) position as of Q1 2015 after selling out during the quarter.
  • Gradient Investments sold 29,422 OPOWER INC COM STK (DE) shares in Q1 2015, an estimated $419K.
  • Gradient Investments first reported a position in OPOWER INC COM STK (DE) in Q3 2014 and held it in 2 quarters.
  • Gradient Investments's OPOWER INC COM STK (DE) position peaked at $637K in Q3 2014.
  • 67 funds tracked by Wall St. Rank held OPOWER INC COM STK (DE) as of Q1 2015.

Based on Gradient Investments's 13F filing for Q1 2015, filed 10 Apr 2015.