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Private Wealth Partners’s Energous WATT Stock Holding History

Private Wealth Partners’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
Q4 		– Sell
-30
Closed -$124K – 137
2015
Q3 		$124K Buy
30
+4
+15% +$17K 0.03% 125
2015
Q2 		$119K Buy
+26
New +$129K 0.03% 136

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
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
TI
Turner Investments Berwyn, Pennsylvania $134K AUM 49.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Private Wealth Partners's WATT Position: Q4 2015 in Review

Private Wealth Partners sold out of Energous (WATT) in Q4 2015, closing a stake of 30 shares — an estimated $124K sold.

Private Wealth Partners first reported a position in WATT in Q2 2015 and held it in 2 quarters. The position peaked at $124K in Q3 2015. 36 funds tracked by Wall St. Rank hold WATT as of Q4 2015.

  • Private Wealth Partners reported no remaining Energous position as of Q4 2015 after selling out during the quarter.
  • Private Wealth Partners sold 30 Energous shares in Q4 2015, an estimated $124K.
  • Private Wealth Partners first reported a position in Energous in Q2 2015 and held it in 2 quarters.
  • Private Wealth Partners's Energous position peaked at $124K in Q3 2015.
  • 36 funds tracked by Wall St. Rank held Energous as of Q4 2015.

Based on Private Wealth Partners's 13F filing for Q4 2015, filed 25 Jan 2016.