Institutional & Family Asset Management’s Energous WATT Stock Holding History

Institutional & Family Asset Management’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 Q2	–	Hold	0	–	-$3K	–	884
2018 Q1	–	Sell	-22	Closed	-$260K	–	690
2017 Q4	$256K	Hold	22	–	–	0.05%	148
2017 Q3	$167K	Hold	22	–	–	0.03%	168
2017 Q2	$214K	Hold	22	–	–	0.05%	121
2017 Q1	$205K	Hold	22	–	–	0.06%	121
2016 Q4	$222K	Hold	22	–	–	0.07%	119
2016 Q3	$258K	Hold	22	–	–	0.09%	108
2016 Q2	$170K	Hold	22	–	–	0.06%	116
2016 Q1	$104K	Hold	22	–	–	0.04%	123
2015 Q4	$104K	Buy	+22	New	+$97.6K	0.04%	122

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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

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

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

Institutional & Family Asset Management's WATT Position: Q2 2018 in Review

Institutional & Family Asset Management held its Energous (WATT) position steady in Q2 2018 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Institutional & Family Asset Management first reported a position in WATT in Q4 2015 and has held it in 9 quarters since. The position peaked at $258K in Q3 2016. 93 funds tracked by Wall St. Rank hold WATT as of Q2 2018.

Institutional & Family Asset Management held 0 shares of Energous worth $0 as of Q2 2018.
Institutional & Family Asset Management left its Energous share count unchanged in Q2 2018.
Energous made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2018, its #884 holding.
Institutional & Family Asset Management first reported a position in Energous in Q4 2015 and has held it in 9 quarters since.
Institutional & Family Asset Management's Energous position peaked at $258K in Q3 2016.
93 funds tracked by Wall St. Rank held Energous as of Q2 2018.

Based on Institutional & Family Asset Management's 13F filing for Q2 2018, filed 13 Aug 2018.