BRWM
SPWR

B. Riley Wealth Management’s SunPower Corporation Common Stock SPWR Stock Holding History

B. Riley Wealth Management’s Portfolio SPWR Stock Details SPWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-44,894
Closed -$983K – 1176
2014
Q1 		$948K Buy
+44,894
New +$959K 0.7% 23

Other funds holding SPWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

B. Riley Wealth Management's SPWR Position: Q2 2014 in Review

B. Riley Wealth Management sold out of SunPower Corporation Common Stock (SPWR) in Q2 2014, closing a stake of 44,894 shares — an estimated $983K sold.

B. Riley Wealth Management first reported a position in SPWR in Q1 2014 and held it in 1 quarter. The position peaked at $948K in Q1 2014. 222 funds tracked by Wall St. Rank hold SPWR as of Q2 2014.

  • B. Riley Wealth Management reported no remaining SunPower Corporation Common Stock position as of Q2 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 44,894 SunPower Corporation Common Stock shares in Q2 2014, an estimated $983K.
  • B. Riley Wealth Management first reported a position in SunPower Corporation Common Stock in Q1 2014 and held it in 1 quarter.
  • B. Riley Wealth Management's SunPower Corporation Common Stock position peaked at $948K in Q1 2014.
  • 222 funds tracked by Wall St. Rank held SunPower Corporation Common Stock as of Q2 2014.

Based on B. Riley Wealth Management's 13F filing for Q2 2014, filed 17 Jul 2014.