WA
POWR

WFG Advisors’s POWERSECURE INTL INC COM STK (DE) POWR Stock Holding History

WFG Advisors’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
Q4 		– Sell
-200
Closed -$2K – 1740
2015
Q3 		$2K Hold
200
– – ﹤0.01% 1456
2015
Q2 		$3K Hold
200
– – ﹤0.01% 1448
2015
Q1 		$3K Hold
200
– – ﹤0.01% 1505
2014
Q4 		$2K Hold
200
– – ﹤0.01% 1910
2014
Q3 		$2K Hold
200
– – ﹤0.01% 1925
2014
Q2 		$2K Hold
200
– – ﹤0.01% 1862
2014
Q1 		$5K Hold
200
– – ﹤0.01% 1640
2013
Q4 		$3K Hold
200
– – ﹤0.01% 1924
2013
Q3 		$3K Sell
200
-25
-11% -$394 ﹤0.01% 1892
2013
Q2 		$3K Buy
+225
New +$3.09K ﹤0.01% 1813

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CM
Castleark Management Chicago, Illinois $3.02B AUM 53.92% 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

WFG Advisors's POWR Position: Q4 2015 in Review

WFG Advisors sold out of POWERSECURE INTL INC COM STK (DE) (POWR) in Q4 2015, closing a stake of 200 shares — an estimated $2K sold.

WFG Advisors first reported a position in POWR in Q2 2013 and held it in 10 quarters. The position peaked at $5K in Q1 2014. 111 funds tracked by Wall St. Rank hold POWR as of Q4 2015.

  • WFG Advisors reported no remaining POWERSECURE INTL INC COM STK (DE) position as of Q4 2015 after selling out during the quarter.
  • WFG Advisors sold 200 POWERSECURE INTL INC COM STK (DE) shares in Q4 2015, an estimated $2K.
  • WFG Advisors first reported a position in POWERSECURE INTL INC COM STK (DE) in Q2 2013 and held it in 10 quarters.
  • WFG Advisors's POWERSECURE INTL INC COM STK (DE) position peaked at $5K in Q1 2014.
  • 111 funds tracked by Wall St. Rank held POWERSECURE INTL INC COM STK (DE) as of Q4 2015.

Based on WFG Advisors's 13F filing for Q4 2015, filed 9 Feb 2016.