TIM
OPWR

Tortoise Investment Management’s OPOWER INC COM STK (DE) OPWR Stock Holding History

Tortoise Investment Management’s Portfolio OPWR Stock Details OPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,000
Closed -$14K – 499
2014
Q4 		$14K Buy
+1,000
New +$16.2K 0.01% 301

Other funds holding OPWR

NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AXA
Accel X Associates Palo Alto, California $33M AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HCCM
Herring Creek Capital Management Stamford, Connecticut $372M AUM 8.41% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

Tortoise Investment Management's OPWR Position: Q1 2015 in Review

Tortoise Investment Management sold out of OPOWER INC COM STK (DE) (OPWR) in Q1 2015, closing a stake of 1,000 shares — an estimated $14K sold.

Tortoise Investment Management first reported a position in OPWR in Q4 2014 and held it in 1 quarter. The position peaked at $14K in Q4 2014. 67 funds tracked by Wall St. Rank hold OPWR as of Q1 2015.

  • Tortoise Investment Management reported no remaining OPOWER INC COM STK (DE) position as of Q1 2015 after selling out during the quarter.
  • Tortoise Investment Management sold 1,000 OPOWER INC COM STK (DE) shares in Q1 2015, an estimated $14K.
  • Tortoise Investment Management first reported a position in OPOWER INC COM STK (DE) in Q4 2014 and held it in 1 quarter.
  • Tortoise Investment Management's OPOWER INC COM STK (DE) position peaked at $14K in Q4 2014.
  • 67 funds tracked by Wall St. Rank held OPOWER INC COM STK (DE) as of Q1 2015.

Based on Tortoise Investment Management's 13F filing for Q1 2015, filed 20 Apr 2015.