DFPG Investments’s Bloom Energy BE Stock Holding History

DFPG Investments’s Portfolio BE Stock Details BE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-20,100	Closed	-$260K	–	163
2019 Q2	$260K	Buy	20,100 +2,959	+17%	+$36.3K	0.25%	117
2019 Q1	$217K	Buy	+17,141	New	+$210K	0.23%	116

Other funds holding BE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

DFPG Investments's BE Position: Q3 2019 in Review

DFPG Investments sold out of Bloom Energy (BE) in Q3 2019, closing a stake of 20,100 shares — an estimated $260K sold.

DFPG Investments first reported a position in BE in Q1 2019 and held it in 2 quarters. The position peaked at $260K in Q2 2019. 161 funds tracked by Wall St. Rank hold BE as of Q3 2019.

DFPG Investments reported no remaining Bloom Energy position as of Q3 2019 after selling out during the quarter.
DFPG Investments sold 20,100 Bloom Energy shares in Q3 2019, an estimated $260K.
DFPG Investments first reported a position in Bloom Energy in Q1 2019 and held it in 2 quarters.
DFPG Investments's Bloom Energy position peaked at $260K in Q2 2019.
161 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2019.

Based on DFPG Investments's 13F filing for Q3 2019, filed 15 Oct 2019.