AR
SUNE

Advisory Research’s SUNation Energy SUNE Stock Holding History

Advisory Research’s Portfolio SUNE Stock Details SUNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Hold
0
– -$253K – 419
2016
Q4 		– Hold
0
– – – 347
2016
Q3 		– Hold
0
– – – 239
2016
Q2 		– Hold
0
– – – 222
2016
Q1 		– Hold
0
– – – 213
2015
Q4 		– Hold
0
– – – 226
2015
Q3 		– Hold
0
– – – 240
2015
Q2 		– Hold
0
– – – 252
2015
Q1 		– Hold
0
– – – 258
2014
Q4 		– Hold
0
– – – 276
2014
Q3 		– Hold
0
– – – 269
2014
Q2 		– Hold
0
– – – 260
2014
Q1 		– Hold
0
– – – 220
2013
Q4 		– Hold
0
– – – 215
2013
Q3 		– Hold
0
– – – 217
2013
Q2 		– Hold
0
– – – 222

Other funds holding SUNE

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return