IFP Advisors’s Energy Focus EFOI Stock Holding History

IFP Advisors’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
2019 Q1	–	Sell	-143	Closed	-$3K	–	2628
2018 Q4	$3K	Sell	143 -29	-17%	-$1.25K	﹤0.01%	3024
2018 Q3	$12K	Hold	172	–	–	﹤0.01%	2738
2018 Q2	$11K	Hold	172	–	–	﹤0.01%	2826
2018 Q1	$15K	Hold	172	–	–	﹤0.01%	2557
2017 Q4	$15K	Sell	172 -10	-5%	-$911	﹤0.01%	2594
2017 Q3	$17K	Hold	182	–	–	﹤0.01%	2698
2017 Q2	$17K	Hold	182	–	–	﹤0.01%	2664
2017 Q1	$21K	Hold	182	–	–	﹤0.01%	2465
2016 Q4	$27K	Sell	182 -7	-4%	-$1.11K	﹤0.01%	2262
2016 Q3	$32K	Sell	189 -42	-18%	-$7.13K	﹤0.01%	2094
2016 Q2	$50K	Buy	+231	New	+$54.7K	﹤0.01%	1760
2016 Q1	–	Sell	-166	Closed	-$80K	–	2635
2015 Q4	$80K	Buy	+166	New	+$84.7K	0.01%	1309

Other funds holding EFOI

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFP Advisors's EFOI Position: Q1 2019 in Review

IFP Advisors sold out of Energy Focus (EFOI) in Q1 2019, closing a stake of 143 shares — an estimated $3K sold.

IFP Advisors first reported a position in EFOI in Q4 2015 and held it in 12 quarters. The position peaked at $80K in Q4 2015. 22 funds tracked by Wall St. Rank hold EFOI as of Q1 2019.

IFP Advisors reported no remaining Energy Focus position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 143 Energy Focus shares in Q1 2019, an estimated $3K.
IFP Advisors first reported a position in Energy Focus in Q4 2015 and held it in 12 quarters.
IFP Advisors's Energy Focus position peaked at $80K in Q4 2015.
22 funds tracked by Wall St. Rank held Energy Focus as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.