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Financial Architects (New Jersey)’s Bloom Energy BE Stock Holding History

Financial Architects (New Jersey)’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
-500
Closed -$6K – 1017
2019
Q2 		$6K Buy
+500
New +$6.13K ﹤0.01% 969
2018
Q4 		– Sell
-500
Closed -$17K – 1336
2018
Q3 		$17K Buy
+500
New +$14K ﹤0.01% 964

Other funds holding BE

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Invesco
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

Financial Architects (New Jersey)'s BE Position: Q3 2019 in Review

Financial Architects (New Jersey) sold out of Bloom Energy (BE) in Q3 2019, closing a stake of 500 shares — an estimated $6K sold.

Financial Architects (New Jersey) first reported a position in BE in Q3 2018 and held it in 2 quarters. The position peaked at $17K in Q3 2018. 161 funds tracked by Wall St. Rank hold BE as of Q3 2019.

  • Financial Architects (New Jersey) reported no remaining Bloom Energy position as of Q3 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 500 Bloom Energy shares in Q3 2019, an estimated $6K.
  • Financial Architects (New Jersey) first reported a position in Bloom Energy in Q3 2018 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Bloom Energy position peaked at $17K in Q3 2018.
  • 161 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2019, filed 6 Nov 2019.