EWA
SUNE

EP Wealth Advisors’s SUNEDISON, INC COM SUNE Stock Holding History

EP Wealth 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
2014
Q3 		– Sell
-11,600
Closed -$262K – 122
2014
Q2 		$262K Buy
+11,600
New +$225K 0.06% 99

Other funds holding SUNE

GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
ICP
Indus Capital Partners New York $39.7M AUM 53.95% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return
VM
Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return

EP Wealth Advisors's SUNE Position: Q3 2014 in Review

EP Wealth Advisors sold out of SUNEDISON, INC COM (SUNE) in Q3 2014, closing a stake of 11,600 shares — an estimated $262K sold.

EP Wealth Advisors first reported a position in SUNE in Q2 2014 and held it in 1 quarter. The position peaked at $262K in Q2 2014. 351 funds tracked by Wall St. Rank hold SUNE as of Q3 2014.

  • EP Wealth Advisors reported no remaining SUNEDISON, INC COM position as of Q3 2014 after selling out during the quarter.
  • EP Wealth Advisors sold 11,600 SUNEDISON, INC COM shares in Q3 2014, an estimated $262K.
  • EP Wealth Advisors first reported a position in SUNEDISON, INC COM in Q2 2014 and held it in 1 quarter.
  • EP Wealth Advisors's SUNEDISON, INC COM position peaked at $262K in Q2 2014.
  • 351 funds tracked by Wall St. Rank held SUNEDISON, INC COM as of Q3 2014.

Based on EP Wealth Advisors's 13F filing for Q3 2014, filed 12 Nov 2014.