WAM
MXWL

Wealthspire Advisors (Maryland)’s Maxwell Technologies Inc MXWL Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MXWL Stock Details MXWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-415
Closed -$2K – 2675
2018
Q1 		$2K Sell
415
-192
-32% -$1.12K ﹤0.01% 2266
2017
Q4 		$3K Sell
607
-131
-18% -$682 ﹤0.01% 2062
2017
Q3 		$4K Hold
738
– – ﹤0.01% 1883
2017
Q2 		$4K Hold
738
– – ﹤0.01% 1868
2017
Q1 		$4K Buy
+738
New +$3.79K ﹤0.01% 1595
2016
Q2 		– Sell
-235
Closed -$1K – 1866
2016
Q1 		$1K Buy
+235
New +$1.44K ﹤0.01% 1708

Other funds holding MXWL

MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCA
VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MXWL Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Maxwell Technologies Inc (MXWL) in Q2 2018, closing a stake of 415 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in MXWL in Q1 2016 and held it in 6 quarters. The position peaked at $4K in Q3 2017. 95 funds tracked by Wall St. Rank hold MXWL as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Maxwell Technologies Inc position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 415 Maxwell Technologies Inc shares in Q2 2018, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Maxwell Technologies Inc in Q1 2016 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Maxwell Technologies Inc position peaked at $4K in Q3 2017.
  • 95 funds tracked by Wall St. Rank held Maxwell Technologies Inc as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.