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EFOI icon

Navellier & Associates’s Energy Focus EFOI Stock Holding History

Navellier & Associates’s Portfolio EFOI Stock Details EFOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-300
Closed -$78K – 255
2016
Q1 		$78K Hold
300
– – 0.01% 206
2015
Q4 		$144K Hold
300
– – 0.02% 210
2015
Q3 		$124K Buy
+300
New +$150K 0.01% 255

Other funds holding EFOI

SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NJBEST
New Jersey Better Educational Savings Trust Trenton, New Jersey $62.2M AUM 2.58% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Navellier & Associates's EFOI Position: Q2 2016 in Review

Navellier & Associates sold out of Energy Focus (EFOI) in Q2 2016, closing a stake of 300 shares — an estimated $78K sold.

Navellier & Associates first reported a position in EFOI in Q3 2015 and held it in 3 quarters. The position peaked at $144K in Q4 2015. 37 funds tracked by Wall St. Rank hold EFOI as of Q2 2016.

  • Navellier & Associates reported no remaining Energy Focus position as of Q2 2016 after selling out during the quarter.
  • Navellier & Associates sold 300 Energy Focus shares in Q2 2016, an estimated $78K.
  • Navellier & Associates first reported a position in Energy Focus in Q3 2015 and held it in 3 quarters.
  • Navellier & Associates's Energy Focus position peaked at $144K in Q4 2015.
  • 37 funds tracked by Wall St. Rank held Energy Focus as of Q2 2016.

Based on Navellier & Associates's 13F filing for Q2 2016, filed 3 Aug 2016.