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Transaction Details

Company: Maxwell Technologies
Ticker:MXWL
Yahoo Beta:1.34
Industry:Diversified electronics

Company Description:  Maxwell Technologies develops and sells energy storage and power products. Their largest product area is in ultracapacitors, which are considerably cleaner and more reliable than traditional batteries.

Purchase Date:18 Nov 2009 Sale Date:07 Oct 2015
Purchase Price:$17.46 Sale Price:$6.10
  --Split Adjusted:$17.46  --Split Adjusted:$6.10
Shares Purchased:150 Shares Sold:150
  --Split Adjusted:150  --Split Adjusted:150
Transaction Fee:$12.95 Transaction Fee:$6.97
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$21.53 High$0.00
Date19 Oct 2009 Date01 Jan 1996
Low$9.33 Low$0.00
Date18 May 2009 Date01 Jan 1996
S&P (Purchase Date):$1,105.84 S&P (Sale Date):$1,995.83

Purchase
Timing:  The stock is trading slightly off its six month high.
Reason:  With the push toward clean technology automobiles, we expect the demand for ultracapacitors will grow significantly. Demand is likely to be particularly strong overseas. We believe that the market has underestimated this opportunity.

Sale
Timing:  0
Reason:  Our fund analyst believed that capital could be deployed more effectively. We sold to increase our cash position to be ready for future buying opportunities.

S&P Gain: 80.48 % Annualized Gain: 10.72%
Stock Gain: -65.06 % Annualized Gain: -16.58%

Dividends:$0.00
Net Holding Return ($): $-1,723.92
Net Holding Return (%): -65.5 %