WI
MXWL

WHV Investments’s Maxwell Technologies Inc MXWL Stock Holding History

WHV 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
2016
Q1 		– Sell
-67,170
Closed -$479K – 109
2015
Q4 		$479K Sell
67,170
-105,800
-61% -$686K 0.02% 75
2015
Q3 		$1.03M Sell
172,970
-21,475
-11% -$109K 0.03% 91
2015
Q2 		$1.16M Buy
+194,445
New +$1.21M 0.03% 102
2013
Q4 		– Sell
-31,425
Closed -$285K – 231
2013
Q3 		$285K Sell
31,425
-1,130
-3% -$9.79K ﹤0.01% 216
2013
Q2 		$233K Buy
+32,555
New +$205K ﹤0.01% 229

Other funds holding MXWL

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

WHV Investments's MXWL Position: Q1 2016 in Review

WHV Investments sold out of Maxwell Technologies Inc (MXWL) in Q1 2016, closing a stake of 67,170 shares — an estimated $479K sold.

WHV Investments first reported a position in MXWL in Q2 2013 and held it in 5 quarters. The position peaked at $1.16M in Q2 2015. 92 funds tracked by Wall St. Rank hold MXWL as of Q1 2016.

  • WHV Investments reported no remaining Maxwell Technologies Inc position as of Q1 2016 after selling out during the quarter.
  • WHV Investments sold 67,170 Maxwell Technologies Inc shares in Q1 2016, an estimated $479K.
  • WHV Investments first reported a position in Maxwell Technologies Inc in Q2 2013 and held it in 5 quarters.
  • WHV Investments's Maxwell Technologies Inc position peaked at $1.16M in Q2 2015.
  • 92 funds tracked by Wall St. Rank held Maxwell Technologies Inc as of Q1 2016.

Based on WHV Investments's 13F filing for Q1 2016, filed 11 May 2016.