Chesley Taft & Associates’s SUNEDISON, INC COM SUNE Stock Holding History

Chesley Taft & Associates’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	-12,730	Closed	-$2K	–	263
2016 Q2	$2K	Hold	12,730	–	–	﹤0.01%	248
2016 Q1	$7K	Hold	12,730	–	–	﹤0.01%	241
2015 Q4	$65K	Hold	12,730	–	–	0.01%	242
2015 Q3	$91K	Hold	12,730	–	–	0.01%	223
2015 Q2	$381K	Hold	12,730	–	–	0.04%	193
2015 Q1	$306K	Hold	12,730	–	–	0.03%	206
2014 Q4	$248K	Hold	12,730	–	–	0.03%	221
2014 Q3	$240K	Hold	12,730	–	–	0.03%	223
2014 Q2	$288K	Sell	12,730 -800	-6%	-$15.5K	0.03%	214
2014 Q1	$255K	Hold	13,530	–	–	0.03%	223
2013 Q4	$177K	Hold	13,530	–	–	0.02%	261
2013 Q3	$108K	Hold	13,530	–	–	0.01%	261
2013 Q2	$111K	Buy	+13,530	New	+$110K	0.01%	260

Other funds holding SUNE

FCM

Firsthand Capital Management San Jose, California $46.9M AUM 114.33% 1-Year Est. Return

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Chesley Taft & Associates's SUNE Position: Q3 2016 in Review

Chesley Taft & Associates sold out of SUNEDISON, INC COM (SUNE) in Q3 2016, closing a stake of 12,730 shares — an estimated $2K sold.

Chesley Taft & Associates first reported a position in SUNE in Q2 2013 and held it in 13 quarters. The position peaked at $381K in Q2 2015. 15 funds tracked by Wall St. Rank hold SUNE as of Q3 2016.

Chesley Taft & Associates reported no remaining SUNEDISON, INC COM position as of Q3 2016 after selling out during the quarter.
Chesley Taft & Associates sold 12,730 SUNEDISON, INC COM shares in Q3 2016, an estimated $2K.
Chesley Taft & Associates first reported a position in SUNEDISON, INC COM in Q2 2013 and held it in 13 quarters.
Chesley Taft & Associates's SUNEDISON, INC COM position peaked at $381K in Q2 2015.
15 funds tracked by Wall St. Rank held SUNEDISON, INC COM as of Q3 2016.

Based on Chesley Taft & Associates's 13F filing for Q3 2016, filed 17 Oct 2016.