PWAG
MXWL

Polaris Wealth Advisory Group’s Maxwell Technologies Inc MXWL Stock Holding History

Polaris Wealth Advisory Group’s Portfolio MXWL Stock Details MXWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,000
Closed -$24K – 553
2018
Q2 		$24K Hold
4,000
– – ﹤0.01% 166
2018
Q1 		$24K Buy
+4,000
New +$23.3K ﹤0.01% 285

Other funds holding MXWL

VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Polaris Wealth Advisory Group's MXWL Position: Q3 2018 in Review

Polaris Wealth Advisory Group sold out of Maxwell Technologies Inc (MXWL) in Q3 2018, closing a stake of 4,000 shares — an estimated $24K sold.

Polaris Wealth Advisory Group first reported a position in MXWL in Q1 2018 and held it in 2 quarters. The position peaked at $24K in Q2 2018. 90 funds tracked by Wall St. Rank hold MXWL as of Q3 2018.

  • Polaris Wealth Advisory Group reported no remaining Maxwell Technologies Inc position as of Q3 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 4,000 Maxwell Technologies Inc shares in Q3 2018, an estimated $24K.
  • Polaris Wealth Advisory Group first reported a position in Maxwell Technologies Inc in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Maxwell Technologies Inc position peaked at $24K in Q2 2018.
  • 90 funds tracked by Wall St. Rank held Maxwell Technologies Inc as of Q3 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2018, filed 19 Oct 2018.