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Systematic Financial Management’s Broadwind BWEN Stock Holding History

Systematic Financial Management’s Portfolio BWEN Stock Details BWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-404,375
Closed -$3.03M – 683
2014
Q3 		$3.03M Buy
404,375
+114,850
+40% +$999K 0.02% 384
2014
Q2 		$2.54M Buy
+289,525
New +$3.31M 0.02% 387

Other funds holding BWEN

AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Systematic Financial Management's BWEN Position: Q4 2014 in Review

Systematic Financial Management sold out of Broadwind (BWEN) in Q4 2014, closing a stake of 404,375 shares — an estimated $3.03M sold.

Systematic Financial Management first reported a position in BWEN in Q2 2014 and held it in 2 quarters. The position peaked at $3.03M in Q3 2014. 56 funds tracked by Wall St. Rank hold BWEN as of Q4 2014.

  • Systematic Financial Management reported no remaining Broadwind position as of Q4 2014 after selling out during the quarter.
  • Systematic Financial Management sold 404,375 Broadwind shares in Q4 2014, an estimated $3.03M.
  • Systematic Financial Management first reported a position in Broadwind in Q2 2014 and held it in 2 quarters.
  • Systematic Financial Management's Broadwind position peaked at $3.03M in Q3 2014.
  • 56 funds tracked by Wall St. Rank held Broadwind as of Q4 2014.

Based on Systematic Financial Management's 13F filing for Q4 2014, filed 10 Feb 2015.