CIC
SUNE

Crawford Investment Counsel’s SUNation Energy SUNE Stock Holding History

Crawford Investment Counsel’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
Q4 		– Hold
0
– -$134K – 257
2016
Q3 		– Hold
0
– – – 241
2016
Q2 		– Hold
0
– – – 205
2016
Q1 		– Hold
0
– – – 200
2015
Q4 		– Hold
0
– – – 192
2015
Q3 		– Hold
0
– – – 188
2015
Q2 		– Hold
0
– – – 178
2015
Q1 		– Hold
0
– – – 174
2014
Q4 		– Hold
0
– – – 195
2014
Q3 		– Hold
0
– – – 196
2014
Q2 		– Hold
0
– – – 187
2014
Q1 		– Hold
0
– – – 186
2013
Q4 		– Hold
0
– – – 192
2013
Q3 		– Hold
0
– – – 191
2013
Q2 		– Hold
0
– – – 199

Other funds holding SUNE

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return