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Stanford Investment Group’s Ideal Power IPWR Stock Holding History

Stanford Investment Group’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
-500
Closed -$17K – 148
2016
Q4 		$17K Hold
500
– – 0.01% 263
2016
Q3 		$26K Hold
500
– – 0.01% 231
2016
Q2 		$25K Hold
500
– – 0.01% 218
2016
Q1 		$23K Hold
500
– – 0.01% 226
2015
Q4 		$40K Hold
500
– – 0.02% 144
2015
Q3 		$33K Hold
500
– – 0.02% 159
2015
Q2 		$42K Hold
500
– – 0.03% 142
2015
Q1 		$47K Hold
500
– – 0.04% 136
2014
Q4 		$36K Buy
+500
New +$35.9K 0.03% 163

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

Stanford Investment Group's IPWR Position: Q1 2017 in Review

Stanford Investment Group sold out of Ideal Power (IPWR) in Q1 2017, closing a stake of 500 shares — an estimated $17K sold.

Stanford Investment Group first reported a position in IPWR in Q4 2014 and held it in 9 quarters. The position peaked at $47K in Q1 2015. 15 funds tracked by Wall St. Rank hold IPWR as of Q1 2017.

  • Stanford Investment Group reported no remaining Ideal Power position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 500 Ideal Power shares in Q1 2017, an estimated $17K.
  • Stanford Investment Group first reported a position in Ideal Power in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Ideal Power position peaked at $47K in Q1 2015.
  • 15 funds tracked by Wall St. Rank held Ideal Power as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.