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Poehling Capital Management’s Broadwind BWEN Stock Holding History

Poehling Capital Management’s Portfolio BWEN Stock Details BWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-370
Closed -$1K – 125
2018
Q2 		$1K Hold
370
– – ﹤0.01% 281
2018
Q1 		$1K Hold
370
– – ﹤0.01% 289
2017
Q4 		$1K Buy
+370
New +$1.01K ﹤0.01% 265

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BlackRock
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Poehling Capital Management's BWEN Position: Q3 2018 in Review

Poehling Capital Management sold out of Broadwind (BWEN) in Q3 2018, closing a stake of 370 shares — an estimated $1K sold.

Poehling Capital Management first reported a position in BWEN in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q2 2018. 36 funds tracked by Wall St. Rank hold BWEN as of Q3 2018.

  • Poehling Capital Management reported no remaining Broadwind position as of Q3 2018 after selling out during the quarter.
  • Poehling Capital Management sold 370 Broadwind shares in Q3 2018, an estimated $1K.
  • Poehling Capital Management first reported a position in Broadwind in Q4 2017 and held it in 3 quarters.
  • Poehling Capital Management's Broadwind position peaked at $1K in Q2 2018.
  • 36 funds tracked by Wall St. Rank held Broadwind as of Q3 2018.

Based on Poehling Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.