PWM
POWR

ParenteBeard Wealth Management’s POWERSECURE INTL INC COM STK (DE) POWR Stock Holding History

ParenteBeard Wealth Management’s Portfolio POWR Stock Details POWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-14,986
Closed -$144K – 121
2014
Q3 		$144K Buy
+14,986
New +$153K 0.06% 112

Other funds holding POWR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ParenteBeard Wealth Management's POWR Position: Q4 2014 in Review

ParenteBeard Wealth Management sold out of POWERSECURE INTL INC COM STK (DE) (POWR) in Q4 2014, closing a stake of 14,986 shares — an estimated $144K sold.

ParenteBeard Wealth Management first reported a position in POWR in Q3 2014 and held it in 1 quarter. The position peaked at $144K in Q3 2014. 88 funds tracked by Wall St. Rank hold POWR as of Q4 2014.

  • ParenteBeard Wealth Management reported no remaining POWERSECURE INTL INC COM STK (DE) position as of Q4 2014 after selling out during the quarter.
  • ParenteBeard Wealth Management sold 14,986 POWERSECURE INTL INC COM STK (DE) shares in Q4 2014, an estimated $144K.
  • ParenteBeard Wealth Management first reported a position in POWERSECURE INTL INC COM STK (DE) in Q3 2014 and held it in 1 quarter.
  • ParenteBeard Wealth Management's POWERSECURE INTL INC COM STK (DE) position peaked at $144K in Q3 2014.
  • 88 funds tracked by Wall St. Rank held POWERSECURE INTL INC COM STK (DE) as of Q4 2014.

Based on ParenteBeard Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.