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VIEX Capital Advisors’s Energy Focus EFOI Stock Holding History

VIEX Capital Advisors’s Portfolio EFOI Stock Details EFOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-974
Closed -$90K – 21
2017
Q2 		$90K Hold
974
– – 0.05% 24
2017
Q1 		$112K Buy
+974
New +$139K 0.09% 18

Other funds holding EFOI

SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VIEX Capital Advisors's EFOI Position: Q3 2017 in Review

VIEX Capital Advisors sold out of Energy Focus (EFOI) in Q3 2017, closing a stake of 974 shares — an estimated $90K sold.

VIEX Capital Advisors first reported a position in EFOI in Q1 2017 and held it in 2 quarters. The position peaked at $112K in Q1 2017. 22 funds tracked by Wall St. Rank hold EFOI as of Q3 2017.

  • VIEX Capital Advisors reported no remaining Energy Focus position as of Q3 2017 after selling out during the quarter.
  • VIEX Capital Advisors sold 974 Energy Focus shares in Q3 2017, an estimated $90K.
  • VIEX Capital Advisors first reported a position in Energy Focus in Q1 2017 and held it in 2 quarters.
  • VIEX Capital Advisors's Energy Focus position peaked at $112K in Q1 2017.
  • 22 funds tracked by Wall St. Rank held Energy Focus as of Q3 2017.

Based on VIEX Capital Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.