Integrated Wealth Management (Palm Desert)’s SunPower Corporation Common Stock SPWR Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio SPWR Stock Details SPWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-26	Closed	–	–	1059
2016 Q3	$0	Hold	26	–	–	﹤0.01%	1328
2016 Q2	$0	Hold	26	–	–	﹤0.01%	1385
2016 Q1	$0	Sell	26 -41	-61%	-$637	﹤0.01%	1337
2015 Q4	$1K	Sell	67 -283	-81%	-$4.73K	﹤0.01%	1248
2015 Q3	$5K	Buy	350 +309	+754%	+$4.98K	﹤0.01%	954
2015 Q2	$1K	Hold	41	–	–	﹤0.01%	1291
2015 Q1	$0	Buy	+41	New	+$774	﹤0.01%	1374

Other funds holding SPWR

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

IAMU

Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s SPWR Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of SunPower Corporation Common Stock (SPWR) in Q4 2016, closing a stake of 26 shares.

Integrated Wealth Management (Palm Desert) first reported a position in SPWR in Q1 2015 and held it in 7 quarters. The position peaked at $5K in Q3 2015. 172 funds tracked by Wall St. Rank hold SPWR as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining SunPower Corporation Common Stock position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 26 SunPower Corporation Common Stock shares in Q4 2016.
Integrated Wealth Management (Palm Desert) first reported a position in SunPower Corporation Common Stock in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s SunPower Corporation Common Stock position peaked at $5K in Q3 2015.
172 funds tracked by Wall St. Rank held SunPower Corporation Common Stock as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.