WCM
POWR

Wealthcare Capital Management’s POWERSECURE INTL INC COM STK (DE) POWR Stock Holding History

Wealthcare Capital Management’s Portfolio POWR Stock Details POWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-300
Closed -$4K – 1024
2015
Q1 		$4K Buy
+300
New +$3.27K ﹤0.01% 719

Other funds holding POWR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthcare Capital Management's POWR Position: Q2 2015 in Review

Wealthcare Capital Management sold out of POWERSECURE INTL INC COM STK (DE) (POWR) in Q2 2015, closing a stake of 300 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in POWR in Q1 2015 and held it in 1 quarter. The position peaked at $4K in Q1 2015. 110 funds tracked by Wall St. Rank hold POWR as of Q2 2015.

  • Wealthcare Capital Management reported no remaining POWERSECURE INTL INC COM STK (DE) position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 300 POWERSECURE INTL INC COM STK (DE) shares in Q2 2015, an estimated $4K.
  • Wealthcare Capital Management first reported a position in POWERSECURE INTL INC COM STK (DE) in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's POWERSECURE INTL INC COM STK (DE) position peaked at $4K in Q1 2015.
  • 110 funds tracked by Wall St. Rank held POWERSECURE INTL INC COM STK (DE) as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.