Equitec Specialists’s Bloom Energy BE Stock Holding History

Equitec Specialists’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
2020 Q4	–	Sell	-2,877	Closed	-$52K	–	218
2020 Q3	$52K	Buy	+2,877	New	+$42.9K	0.01%	121

Other funds holding BE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Equitec Specialists's BE Position: Q4 2020 in Review

Equitec Specialists sold out of Bloom Energy (BE) in Q4 2020, closing a stake of 2,877 shares — an estimated $52K sold.

Equitec Specialists first reported a position in BE in Q3 2020 and held it in 1 quarter. The position peaked at $52K in Q3 2020. 261 funds tracked by Wall St. Rank hold BE as of Q4 2020.

Equitec Specialists reported no remaining Bloom Energy position as of Q4 2020 after selling out during the quarter.
Equitec Specialists sold 2,877 Bloom Energy shares in Q4 2020, an estimated $52K.
Equitec Specialists first reported a position in Bloom Energy in Q3 2020 and held it in 1 quarter.
Equitec Specialists's Bloom Energy position peaked at $52K in Q3 2020.
261 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2020.

Based on Equitec Specialists's 13F filing for Q4 2020, filed 26 Jan 2021.