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Daily bullish and bearish fund signals, and how past ones played out
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Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
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English
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Español
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한국어
繁體中文
Charles Schwab’s
SUNation Energy
SUNE
Stock Holding History
Charles Schwab’s Portfolio
SUNE Stock Details
SUNE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q2
–
Hold
0
–
-$196K
–
3150
2018
Q1
–
Hold
0
–
–
–
2997
2017
Q4
–
Hold
0
–
–
–
2985
2017
Q3
–
Hold
0
–
–
–
2984
2017
Q2
–
Hold
0
–
–
–
2978
2017
Q1
–
Hold
0
–
–
–
2902
Other funds holding SUNE
GAMCO Investors
Greenwich, Connecticut
$11.1B AUM
41.79%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$552B AUM
44.19%
1-Year Est. Return
Renaissance Technologies
New York
$72.6B AUM
54.88%
1-Year Est. Return
Gabelli Funds
Rye, New York
$15.7B AUM
36.4%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$6.73T AUM
46.02%
1-Year Est. Return
Ancora Advisors
Cleveland, Ohio
$5.19B AUM
23.19%
1-Year Est. Return
Bridgeway Capital Management
Houston, Texas
$5.69B AUM
60.64%
1-Year Est. Return
Gould Asset Management
Claremont, California
$635M AUM
14.36%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$495B AUM
43.24%
1-Year Est. Return
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
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