BWA
SPWR

Burt Wealth Advisors’s SunPower Corporation Common Stock SPWR Stock Holding History

Burt Wealth Advisors’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
2016
Q2 		– Sell
-334
Closed -$5K – 572
2016
Q1 		$5K Buy
+334
New +$5.19K ﹤0.01% 387

Other funds holding SPWR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
EA
Ecofin Advisors London, United Kingdom $239M AUM 45.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DL
Delta Lloyd Amsterdam, Netherlands $3.56B AUM 18.98% 1-Year Est. Return

Burt Wealth Advisors's SPWR Position: Q2 2016 in Review

Burt Wealth Advisors sold out of SunPower Corporation Common Stock (SPWR) in Q2 2016, closing a stake of 334 shares — an estimated $5K sold.

Burt Wealth Advisors first reported a position in SPWR in Q1 2016 and held it in 1 quarter. The position peaked at $5K in Q1 2016. 189 funds tracked by Wall St. Rank hold SPWR as of Q2 2016.

  • Burt Wealth Advisors reported no remaining SunPower Corporation Common Stock position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 334 SunPower Corporation Common Stock shares in Q2 2016, an estimated $5K.
  • Burt Wealth Advisors first reported a position in SunPower Corporation Common Stock in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's SunPower Corporation Common Stock position peaked at $5K in Q1 2016.
  • 189 funds tracked by Wall St. Rank held SunPower Corporation Common Stock as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.