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Herald Investment Management’s Energy Focus EFOI Stock Holding History

Herald Investment Management’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
2017
Q2 		– Sell
-2,063
Closed -$235K – 91
2017
Q1 		$235K Buy
+2,063
New +$294K 0.09% 86
2014
Q4 		– Sell
-5,714
Closed -$1.2M – 87
2014
Q3 		$1.2M Buy
+5,714
New +$1.06M 0.48% 54

Other funds holding EFOI

SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Herald Investment Management's EFOI Position: Q2 2017 in Review

Herald Investment Management sold out of Energy Focus (EFOI) in Q2 2017, closing a stake of 2,063 shares — an estimated $235K sold.

Herald Investment Management first reported a position in EFOI in Q3 2014 and held it in 2 quarters. The position peaked at $1.2M in Q3 2014. 27 funds tracked by Wall St. Rank hold EFOI as of Q2 2017.

  • Herald Investment Management reported no remaining Energy Focus position as of Q2 2017 after selling out during the quarter.
  • Herald Investment Management sold 2,063 Energy Focus shares in Q2 2017, an estimated $235K.
  • Herald Investment Management first reported a position in Energy Focus in Q3 2014 and held it in 2 quarters.
  • Herald Investment Management's Energy Focus position peaked at $1.2M in Q3 2014.
  • 27 funds tracked by Wall St. Rank held Energy Focus as of Q2 2017.

Based on Herald Investment Management's 13F filing for Q2 2017, filed 14 Aug 2017.