IMA Advisory Services’s Energous WATT Stock Holding History

IMA Advisory Services’s Portfolio WATT Stock Details WATT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1	Closed	-$7K	–	467
2018 Q2	$7K	Buy	+1	New	+$10.5K	﹤0.01%	288

Other funds holding WATT

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

DAM

Doheny Asset Management Los Angeles, California $153M AUM 42.04% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

IMA Advisory Services's WATT Position: Q3 2018 in Review

IMA Advisory Services sold out of Energous (WATT) in Q3 2018, closing a stake of 1 share — an estimated $7K sold.

IMA Advisory Services first reported a position in WATT in Q2 2018 and held it in 1 quarter. The position peaked at $7K in Q2 2018. 86 funds tracked by Wall St. Rank hold WATT as of Q3 2018.

IMA Advisory Services reported no remaining Energous position as of Q3 2018 after selling out during the quarter.
IMA Advisory Services sold 1 Energous share in Q3 2018, an estimated $7K.
IMA Advisory Services first reported a position in Energous in Q2 2018 and held it in 1 quarter.
IMA Advisory Services's Energous position peaked at $7K in Q2 2018.
86 funds tracked by Wall St. Rank held Energous as of Q3 2018.

Based on IMA Advisory Services's 13F filing for Q3 2018, filed 18 Oct 2018.