Advisor Group’s Sunrun RUN Stock Holding History

Advisor Group’s Portfolio RUN Stock Details RUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$104K	Buy	7,509 +2,690	+56%	+$40.1K	﹤0.01%	2919
2019 Q3	$81K	Sell	4,819 -1,625	-25%	-$28.4K	﹤0.01%	3053
2019 Q2	$122K	Sell	6,444 -6,442	-50%	-$105K	﹤0.01%	2710
2019 Q1	$181K	Buy	12,886 +5,292	+70%	+$72.9K	﹤0.01%	2366
2018 Q4	$83K	Buy	7,594 +194	+3%	+$2.45K	﹤0.01%	2796
2018 Q3	$92K	Buy	7,400 +225	+3%	+$3.11K	﹤0.01%	2818
2018 Q2	$94K	Sell	7,175 -76,413	-91%	-$830K	﹤0.01%	2575
2018 Q1	$747K	Buy	83,588 +82,966	+13,339%	+$560K	0.01%	1050
2017 Q4	$4K	Hold	622	–	–	﹤0.01%	4509
2017 Q3	$3K	Buy	622 +450	+262%	+$3.07K	﹤0.01%	4441
2017 Q2	$1K	Hold	172	–	–	﹤0.01%	4665
2017 Q1	$1K	Buy	+172	New	+$957	﹤0.01%	4569

Other funds holding RUN

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MTM

Millennium TVP Management New York $93.1M AUM 35.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisor Group's RUN Position: Q4 2019 in Review

Advisor Group increased its Sunrun (RUN) stake by 56% in Q4 2019, buying an estimated $40.1K and bringing the position to 7,509 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #2919.

Advisor Group first reported a position in RUN in Q1 2017 and has held it in 12 quarters since. The position peaked at $747K in Q1 2018. 199 funds tracked by Wall St. Rank hold RUN as of Q4 2019.

Advisor Group held 7,509 shares of Sunrun worth $104K as of Q4 2019.
Advisor Group bought 2,690 Sunrun shares in Q4 2019, an estimated $40.1K.
Sunrun made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2919 holding.
Advisor Group first reported a position in Sunrun in Q1 2017 and has held it in 12 quarters since.
Advisor Group's Sunrun position peaked at $747K in Q1 2018.
199 funds tracked by Wall St. Rank held Sunrun as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.