Herald Investment Management’s Adesto Technologies Corp IOTS Stock Holding History

Herald Investment Management’s Portfolio IOTS Stock Details IOTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-431,000	Closed	-$4.82M	–	97
2020 Q1	$4.82M	Hold	431,000	–	–	1.46%	20
2019 Q4	$3.65M	Hold	431,000	–	–	0.93%	35
2019 Q3	$3.69M	Hold	431,000	–	–	1.1%	24
2019 Q2	$3.5M	Hold	431,000	–	–	0.98%	28
2019 Q1	$2.6M	Hold	431,000	–	–	0.66%	39
2018 Q4	$1.89M	Hold	431,000	–	–	0.61%	43
2018 Q3	$2.52M	Hold	431,000	–	–	0.65%	41
2018 Q2	$3.6M	Hold	431,000	–	–	1%	30
2018 Q1	$3.17M	Hold	431,000	–	–	0.95%	30
2017 Q4	$2.78M	Hold	431,000	–	–	0.87%	35
2017 Q3	$3.36M	Hold	431,000	–	–	1.09%	29
2017 Q2	$1.94M	Buy	431,000 +75,000	+21%	+$364K	0.67%	47
2017 Q1	$1.46M	Buy	+356,000	New	+$1.3M	0.54%	53

Other funds holding IOTS

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Herald Investment Management's IOTS Position: Q2 2020 in Review

Herald Investment Management sold out of Adesto Technologies Corp (IOTS) in Q2 2020, closing a stake of 431,000 shares — an estimated $4.82M sold.

Herald Investment Management first reported a position in IOTS in Q1 2017 and held it in 13 quarters. The position peaked at $4.82M in Q1 2020. 7 funds tracked by Wall St. Rank hold IOTS as of Q2 2020.

Herald Investment Management reported no remaining Adesto Technologies Corp position as of Q2 2020 after selling out during the quarter.
Herald Investment Management sold 431,000 Adesto Technologies Corp shares in Q2 2020, an estimated $4.82M.
Herald Investment Management first reported a position in Adesto Technologies Corp in Q1 2017 and held it in 13 quarters.
Herald Investment Management's Adesto Technologies Corp position peaked at $4.82M in Q1 2020.
7 funds tracked by Wall St. Rank held Adesto Technologies Corp as of Q2 2020.

Based on Herald Investment Management's 13F filing for Q2 2020, filed 7 Aug 2020.