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Institutional & Family Asset Management’s Bloom Energy BE Stock Holding History

Institutional & Family Asset Management’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
Q4 		– Sell
-99
Closed – – 853
2019
Q3 		$0 Hold
99
– – ﹤0.01% 835
2019
Q2 		$1K Buy
99
+53
+115% +$650 ﹤0.01% 785
2019
Q1 		$1K Hold
46
– – ﹤0.01% 773
2018
Q4 		$0 Buy
+46
New +$889 ﹤0.01% 823

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Institutional & Family Asset Management's BE Position: Q4 2019 in Review

Institutional & Family Asset Management sold out of Bloom Energy (BE) in Q4 2019, closing a stake of 99 shares.

Institutional & Family Asset Management first reported a position in BE in Q4 2018 and held it in 4 quarters. The position peaked at $1K in Q2 2019. 159 funds tracked by Wall St. Rank hold BE as of Q4 2019.

  • Institutional & Family Asset Management reported no remaining Bloom Energy position as of Q4 2019 after selling out during the quarter.
  • Institutional & Family Asset Management sold 99 Bloom Energy shares in Q4 2019.
  • Institutional & Family Asset Management first reported a position in Bloom Energy in Q4 2018 and held it in 4 quarters.
  • Institutional & Family Asset Management's Bloom Energy position peaked at $1K in Q2 2019.
  • 159 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2019.

Based on Institutional & Family Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.