First Allied Advisory Services’s Bloom Energy BE Stock Holding History

First Allied Advisory Services’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 Q3	$505K	Sell	28,128 -1,466	-5%	-$21.9K	0.02%	699
2020 Q2	$322K	Buy	29,594 +4,856	+20%	+$37.9K	0.01%	814
2020 Q1	$129K	Buy	24,738 +1,263	+5%	+$10.7K	0.01%	985
2019 Q4	$175K	Sell	23,475 -11,159	-32%	-$54.1K	0.01%	1142
2019 Q3	$108K	Buy	34,634 +227	+0.7%	+$1.7K	﹤0.01%	1220
2019 Q2	$422K	Buy	34,407 +7,081	+26%	+$86.9K	0.01%	738
2019 Q1	$354K	Buy	+27,326	New	+$334K	0.01%	796

Other funds holding BE

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Allied Advisory Services's BE Position: Q3 2020 in Review

First Allied Advisory Services reduced its Bloom Energy (BE) stake by 5% in Q3 2020, selling an estimated $21.9K and leaving 28,128 shares worth $505K. The position accounts for 0.02% of the portfolio, ranked #699.

First Allied Advisory Services first reported a position in BE in Q1 2019 and has held it in 7 quarters since. 204 funds tracked by Wall St. Rank hold BE as of Q3 2020.

First Allied Advisory Services held 28,128 shares of Bloom Energy worth $505K as of Q3 2020.
First Allied Advisory Services sold 1,466 Bloom Energy shares in Q3 2020, an estimated $21.9K.
Bloom Energy made up 0.02% of First Allied Advisory Services's portfolio in Q3 2020, its #699 holding.
First Allied Advisory Services first reported a position in Bloom Energy in Q1 2019 and has held it in 7 quarters since.
204 funds tracked by Wall St. Rank held Bloom Energy as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.