IFWM
MXWL

Institute for Wealth Management’s Maxwell Technologies Inc MXWL Stock Holding History

Institute for Wealth Management’s Portfolio MXWL Stock Details MXWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-16,996
Closed -$98K – 419
2017
Q4 		$98K Buy
+16,996
New +$88.4K 0.02% 375
2017
Q3 		– Sell
-16,996
Closed -$102K – 418
2017
Q2 		$102K Buy
+16,996
New +$98.9K 0.03% 402

Other funds holding MXWL

VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Institute for Wealth Management's MXWL Position: Q1 2018 in Review

Institute for Wealth Management sold out of Maxwell Technologies Inc (MXWL) in Q1 2018, closing a stake of 16,996 shares — an estimated $98K sold.

Institute for Wealth Management first reported a position in MXWL in Q2 2017 and held it in 2 quarters. The position peaked at $102K in Q2 2017. 92 funds tracked by Wall St. Rank hold MXWL as of Q1 2018.

  • Institute for Wealth Management reported no remaining Maxwell Technologies Inc position as of Q1 2018 after selling out during the quarter.
  • Institute for Wealth Management sold 16,996 Maxwell Technologies Inc shares in Q1 2018, an estimated $98K.
  • Institute for Wealth Management first reported a position in Maxwell Technologies Inc in Q2 2017 and held it in 2 quarters.
  • Institute for Wealth Management's Maxwell Technologies Inc position peaked at $102K in Q2 2017.
  • 92 funds tracked by Wall St. Rank held Maxwell Technologies Inc as of Q1 2018.

Based on Institute for Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.