WFI
MXWL

West Family Investments’s Maxwell Technologies Inc MXWL Stock Holding History

West Family Investments’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
2015
Q2 		– Sell
-46,100
Closed -$372K – 116
2015
Q1 		$372K Sell
46,100
-46,000
-50% -$351K 0.08% 92
2014
Q4 		$840K Sell
92,100
-45,000
-33% -$439K 0.17% 66
2014
Q3 		$1.2M Buy
137,100
+55,000
+67% +$586K 0.25% 53
2014
Q2 		$1.24M Hold
82,100
– – 0.26% 54
2014
Q1 		$1.06M Buy
+82,100
New +$837K 0.23% 56

Other funds holding MXWL

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $409M AUM 30.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

West Family Investments's MXWL Position: Q2 2015 in Review

West Family Investments sold out of Maxwell Technologies Inc (MXWL) in Q2 2015, closing a stake of 46,100 shares — an estimated $372K sold.

West Family Investments first reported a position in MXWL in Q1 2014 and held it in 5 quarters. The position peaked at $1.24M in Q2 2014. 97 funds tracked by Wall St. Rank hold MXWL as of Q2 2015.

  • West Family Investments reported no remaining Maxwell Technologies Inc position as of Q2 2015 after selling out during the quarter.
  • West Family Investments sold 46,100 Maxwell Technologies Inc shares in Q2 2015, an estimated $372K.
  • West Family Investments first reported a position in Maxwell Technologies Inc in Q1 2014 and held it in 5 quarters.
  • West Family Investments's Maxwell Technologies Inc position peaked at $1.24M in Q2 2014.
  • 97 funds tracked by Wall St. Rank held Maxwell Technologies Inc as of Q2 2015.

Based on West Family Investments's 13F filing for Q2 2015, filed 13 Aug 2015.