Jacobs Levy Equity Management’s Broadwind BWEN Stock Holding History

Jacobs Levy Equity Management’s Portfolio BWEN Stock Details BWEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-28,209	Closed	-$62K	–	1033
2018 Q1	$62K	Buy	+28,209	New	+$68.6K	﹤0.01%	976
2017 Q2	–	Sell	-14,500	Closed	-$121K	–	935
2017 Q1	$121K	Hold	14,500	–	–	﹤0.01%	848
2016 Q4	$59K	Sell	14,500 -25,400	-64%	-$108K	﹤0.01%	930
2016 Q3	$176K	Sell	39,900 -14,600	-27%	-$66.7K	﹤0.01%	924
2016 Q2	$230K	Buy	+54,500	New	+$199K	﹤0.01%	974

Other funds holding BWEN

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Jacobs Levy Equity Management's BWEN Position: Q2 2018 in Review

Jacobs Levy Equity Management sold out of Broadwind (BWEN) in Q2 2018, closing a stake of 28,209 shares — an estimated $62K sold.

Jacobs Levy Equity Management first reported a position in BWEN in Q2 2016 and held it in 5 quarters. The position peaked at $230K in Q2 2016. 36 funds tracked by Wall St. Rank hold BWEN as of Q2 2018.

Jacobs Levy Equity Management reported no remaining Broadwind position as of Q2 2018 after selling out during the quarter.
Jacobs Levy Equity Management sold 28,209 Broadwind shares in Q2 2018, an estimated $62K.
Jacobs Levy Equity Management first reported a position in Broadwind in Q2 2016 and held it in 5 quarters.
Jacobs Levy Equity Management's Broadwind position peaked at $230K in Q2 2016.
36 funds tracked by Wall St. Rank held Broadwind as of Q2 2018.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2018, filed 14 Aug 2018.