CFA
SUNE

Capstone Financial Advisors’s SUNEDISON, INC COM SUNE Stock Holding History

Capstone Financial Advisors’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
2016
Q3 		– Sell
-25,000
Closed -$4K – 78
2016
Q2 		$4K Buy
+25,000
New +$9.14K ﹤0.01% 72

Other funds holding SUNE

FCM
Firsthand Capital Management San Jose, California $46.9M AUM 114.33% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RHBC
R.H. Bluestein & Co Birmingham, Michigan $1.61B AUM 7.59% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

Capstone Financial Advisors's SUNE Position: Q3 2016 in Review

Capstone Financial Advisors sold out of SUNEDISON, INC COM (SUNE) in Q3 2016, closing a stake of 25,000 shares — an estimated $4K sold.

Capstone Financial Advisors first reported a position in SUNE in Q2 2016 and held it in 1 quarter. The position peaked at $4K in Q2 2016. 15 funds tracked by Wall St. Rank hold SUNE as of Q3 2016.

  • Capstone Financial Advisors reported no remaining SUNEDISON, INC COM position as of Q3 2016 after selling out during the quarter.
  • Capstone Financial Advisors sold 25,000 SUNEDISON, INC COM shares in Q3 2016, an estimated $4K.
  • Capstone Financial Advisors first reported a position in SUNEDISON, INC COM in Q2 2016 and held it in 1 quarter.
  • Capstone Financial Advisors's SUNEDISON, INC COM position peaked at $4K in Q2 2016.
  • 15 funds tracked by Wall St. Rank held SUNEDISON, INC COM as of Q3 2016.

Based on Capstone Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.