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Plante Moran Financial Advisors’s Energous WATT Stock Holding History

Plante Moran Financial Advisors’s Portfolio WATT Stock Details WATT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1
Closed -$7K – 796
2014
Q4 		$7K Hold
1
– – 0.01% 611
2014
Q3 		$7K Hold
1
– – 0.01% 628
2014
Q2 		$7K Buy
+1
New +$7.27K 0.01% 621

Other funds holding WATT

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
DAM
Doheny Asset Management Los Angeles, California $153M AUM 42.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Plante Moran Financial Advisors's WATT Position: Q1 2015 in Review

Plante Moran Financial Advisors sold out of Energous (WATT) in Q1 2015, closing a stake of 1 share — an estimated $7K sold.

Plante Moran Financial Advisors first reported a position in WATT in Q2 2014 and held it in 3 quarters. The position peaked at $7K in Q4 2014. 28 funds tracked by Wall St. Rank hold WATT as of Q1 2015.

  • Plante Moran Financial Advisors reported no remaining Energous position as of Q1 2015 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1 Energous share in Q1 2015, an estimated $7K.
  • Plante Moran Financial Advisors first reported a position in Energous in Q2 2014 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Energous position peaked at $7K in Q4 2014.
  • 28 funds tracked by Wall St. Rank held Energous as of Q1 2015.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2015, filed 24 Apr 2015.