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Robeco Schweiz’s Ideal Power IPWR Stock Holding History

Robeco Schweiz’s Portfolio IPWR Stock Details IPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-8,000
Closed -$250K – 192
2016
Q4 		$250K Sell
8,000
-11,600
-59% -$512K 0.02% 149
2016
Q3 		$1M Sell
19,600
-256
-1% -$13.2K 0.09% 129
2016
Q2 		$961K Hold
19,856
– – 0.09% 136
2016
Q1 		$929K Sell
19,856
-1,091
-5% -$56.8K 0.09% 137
2015
Q4 		$1.67M Sell
20,947
-1,753
-8% -$138K 0.14% 134
2015
Q3 		$1.46M Buy
22,700
+2,700
+14% +$206K 0.14% 145
2015
Q2 		$1.66M Buy
+20,000
New +$1.83M 0.14% 141

Other funds holding IPWR

AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
SST
S Squared Technology New York $322M AUM 92.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.31B AUM 35.17% 1-Year Est. Return

Robeco Schweiz's IPWR Position: Q1 2017 in Review

Robeco Schweiz sold out of Ideal Power (IPWR) in Q1 2017, closing a stake of 8,000 shares — an estimated $250K sold.

Robeco Schweiz first reported a position in IPWR in Q2 2015 and held it in 7 quarters. The position peaked at $1.67M in Q4 2015. 15 funds tracked by Wall St. Rank hold IPWR as of Q1 2017.

  • Robeco Schweiz reported no remaining Ideal Power position as of Q1 2017 after selling out during the quarter.
  • Robeco Schweiz sold 8,000 Ideal Power shares in Q1 2017, an estimated $250K.
  • Robeco Schweiz first reported a position in Ideal Power in Q2 2015 and held it in 7 quarters.
  • Robeco Schweiz's Ideal Power position peaked at $1.67M in Q4 2015.
  • 15 funds tracked by Wall St. Rank held Ideal Power as of Q1 2017.

Based on Robeco Schweiz's 13F filing for Q1 2017, filed 10 May 2017.