LPL Financial
MXWL

LPL Financial’s Maxwell Technologies Inc MXWL Stock Holding History

LPL Financial’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
2016
Q2 		– Sell
-14,000
Closed -$85K – 3120
2016
Q1 		$85K Hold
14,000
– – ﹤0.01% 2958
2015
Q4 		$97K Buy
+14,000
New +$90.8K ﹤0.01% 2992
2014
Q4 		– Sell
-24,840
Closed -$203K – 2827
2014
Q3 		$203K Buy
24,840
+4,987
+25% +$53.1K ﹤0.01% 2458
2014
Q2 		$300K Buy
+19,853
New +$312K ﹤0.01% 2199

Other funds holding MXWL

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return

LPL Financial's MXWL Position: Q2 2016 in Review

LPL Financial sold out of Maxwell Technologies Inc (MXWL) in Q2 2016, closing a stake of 14,000 shares — an estimated $85K sold.

LPL Financial first reported a position in MXWL in Q2 2014 and held it in 4 quarters. The position peaked at $300K in Q2 2014. 87 funds tracked by Wall St. Rank hold MXWL as of Q2 2016.

  • LPL Financial reported no remaining Maxwell Technologies Inc position as of Q2 2016 after selling out during the quarter.
  • LPL Financial sold 14,000 Maxwell Technologies Inc shares in Q2 2016, an estimated $85K.
  • LPL Financial first reported a position in Maxwell Technologies Inc in Q2 2014 and held it in 4 quarters.
  • LPL Financial's Maxwell Technologies Inc position peaked at $300K in Q2 2014.
  • 87 funds tracked by Wall St. Rank held Maxwell Technologies Inc as of Q2 2016.

Based on LPL Financial's 13F filing for Q2 2016, filed 15 Aug 2016.