PS
EFOI icon

Portfolio Strategies’s Energy Focus EFOI Stock Holding History

Portfolio Strategies’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
2018
Q4 		– Sell
-15
Closed -$1K – 78
2018
Q3 		$1K Hold
15
– – ﹤0.01% 219
2018
Q2 		$1K Hold
15
– – ﹤0.01% 224
2018
Q1 		$1K Hold
15
– – ﹤0.01% 223
2017
Q4 		$1K Buy
+15
New +$1.37K ﹤0.01% 232

Other funds holding EFOI

SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Portfolio Strategies's EFOI Position: Q4 2018 in Review

Portfolio Strategies sold out of Energy Focus (EFOI) in Q4 2018, closing a stake of 15 shares — an estimated $1K sold.

Portfolio Strategies first reported a position in EFOI in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 23 funds tracked by Wall St. Rank hold EFOI as of Q4 2018.

  • Portfolio Strategies reported no remaining Energy Focus position as of Q4 2018 after selling out during the quarter.
  • Portfolio Strategies sold 15 Energy Focus shares in Q4 2018, an estimated $1K.
  • Portfolio Strategies first reported a position in Energy Focus in Q4 2017 and held it in 4 quarters.
  • Portfolio Strategies's Energy Focus position peaked at $1K in Q3 2018.
  • 23 funds tracked by Wall St. Rank held Energy Focus as of Q4 2018.

Based on Portfolio Strategies's 13F filing for Q4 2018, filed 4 Feb 2019.