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Hilton Capital Management’s Ideal Power IPWR Stock Holding History

Hilton Capital Management’s Portfolio IPWR Stock Details IPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,250
Closed -$8K – 346
2018
Q3 		$8K Hold
1,250
– – ﹤0.01% 283
2018
Q2 		$13K Hold
1,250
– – ﹤0.01% 283
2018
Q1 		$14K Hold
1,250
– – ﹤0.01% 151
2017
Q4 		$18K Buy
+1,250
New +$23.3K ﹤0.01% 131

Other funds holding IPWR

AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Hilton Capital Management's IPWR Position: Q4 2018 in Review

Hilton Capital Management sold out of Ideal Power (IPWR) in Q4 2018, closing a stake of 1,250 shares — an estimated $8K sold.

Hilton Capital Management first reported a position in IPWR in Q4 2017 and held it in 4 quarters. The position peaked at $18K in Q4 2017. 17 funds tracked by Wall St. Rank hold IPWR as of Q4 2018.

  • Hilton Capital Management reported no remaining Ideal Power position as of Q4 2018 after selling out during the quarter.
  • Hilton Capital Management sold 1,250 Ideal Power shares in Q4 2018, an estimated $8K.
  • Hilton Capital Management first reported a position in Ideal Power in Q4 2017 and held it in 4 quarters.
  • Hilton Capital Management's Ideal Power position peaked at $18K in Q4 2017.
  • 17 funds tracked by Wall St. Rank held Ideal Power as of Q4 2018.

Based on Hilton Capital Management's 13F filing for Q4 2018, filed 12 Feb 2019.