Jacobs Levy Equity Management
OPWR

Jacobs Levy Equity Management’s OPOWER INC COM STK (DE) OPWR Stock Holding History

Jacobs Levy Equity Management’s Portfolio OPWR Stock Details OPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-21,220
Closed -$302K – 955
2014
Q4 		$302K Buy
+21,220
New +$344K 0.01% 682

Other funds holding OPWR

NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AXA
Accel X Associates Palo Alto, California $33M AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HCCM
Herring Creek Capital Management Stamford, Connecticut $372M AUM 8.41% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

Jacobs Levy Equity Management's OPWR Position: Q1 2015 in Review

Jacobs Levy Equity Management sold out of OPOWER INC COM STK (DE) (OPWR) in Q1 2015, closing a stake of 21,220 shares — an estimated $302K sold.

Jacobs Levy Equity Management first reported a position in OPWR in Q4 2014 and held it in 1 quarter. The position peaked at $302K in Q4 2014. 67 funds tracked by Wall St. Rank hold OPWR as of Q1 2015.

  • Jacobs Levy Equity Management reported no remaining OPOWER INC COM STK (DE) position as of Q1 2015 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 21,220 OPOWER INC COM STK (DE) shares in Q1 2015, an estimated $302K.
  • Jacobs Levy Equity Management first reported a position in OPOWER INC COM STK (DE) in Q4 2014 and held it in 1 quarter.
  • Jacobs Levy Equity Management's OPOWER INC COM STK (DE) position peaked at $302K in Q4 2014.
  • 67 funds tracked by Wall St. Rank held OPOWER INC COM STK (DE) as of Q1 2015.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2015, filed 15 May 2015.