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Marathon Capital Management’s Ideal Power IPWR Stock Holding History

Marathon Capital Management’s Portfolio IPWR Stock Details IPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,000
Closed -$103K – 92
2016
Q3 		$103K Hold
2,000
– – 0.05% 83
2016
Q2 		$99K Buy
2,000
+500
+33% +$23.7K 0.05% 78
2016
Q1 		$68K Hold
1,500
– – 0.04% 81
2015
Q4 		$120K Hold
1,500
– – 0.06% 75
2015
Q3 		$99K Hold
1,500
– – 0.05% 79
2015
Q2 		$126K Buy
+1,500
New +$137K 0.06% 87

Other funds holding IPWR

AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
SST
S Squared Technology New York $322M AUM 92.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return

Marathon Capital Management's IPWR Position: Q4 2016 in Review

Marathon Capital Management sold out of Ideal Power (IPWR) in Q4 2016, closing a stake of 2,000 shares — an estimated $103K sold.

Marathon Capital Management first reported a position in IPWR in Q2 2015 and held it in 6 quarters. The position peaked at $126K in Q2 2015. 20 funds tracked by Wall St. Rank hold IPWR as of Q4 2016.

  • Marathon Capital Management reported no remaining Ideal Power position as of Q4 2016 after selling out during the quarter.
  • Marathon Capital Management sold 2,000 Ideal Power shares in Q4 2016, an estimated $103K.
  • Marathon Capital Management first reported a position in Ideal Power in Q2 2015 and held it in 6 quarters.
  • Marathon Capital Management's Ideal Power position peaked at $126K in Q2 2015.
  • 20 funds tracked by Wall St. Rank held Ideal Power as of Q4 2016.

Based on Marathon Capital Management's 13F filing for Q4 2016, filed 7 Feb 2017.