Advisory Research’s Bloom Energy BE Stock Holding History

Advisory Research’s Portfolio BE Stock Details BE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-56,447	Closed	-$563K	–	348
2018 Q4	$563K	Sell	56,447 -25,174	-31%	-$486K	0.01%	285
2018 Q3	$2.78M	Buy	+81,621	New	+$2.28M	0.05%	172

Other funds holding BE

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

SCP

Sandhill Capital Partners Buffalo, New York $1.16B AUM 12.37% 1-Year Est. Return

Advisory Research's BE Position: Q1 2019 in Review

Advisory Research sold out of Bloom Energy (BE) in Q1 2019, closing a stake of 56,447 shares — an estimated $563K sold.

Advisory Research first reported a position in BE in Q3 2018 and held it in 2 quarters. The position peaked at $2.78M in Q3 2018. 126 funds tracked by Wall St. Rank hold BE as of Q1 2019.

Advisory Research reported no remaining Bloom Energy position as of Q1 2019 after selling out during the quarter.
Advisory Research sold 56,447 Bloom Energy shares in Q1 2019, an estimated $563K.
Advisory Research first reported a position in Bloom Energy in Q3 2018 and held it in 2 quarters.
Advisory Research's Bloom Energy position peaked at $2.78M in Q3 2018.
126 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2019.

Based on Advisory Research's 13F filing for Q1 2019, filed 15 May 2019.