LTFS
SUNE

Ladenburg Thalmann Financial Services’s SUNation Energy SUNE Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio SUNE Stock Details SUNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Hold
0
– -$4K – 5221
2017
Q4 		– Hold
0
– – – 4616
2017
Q3 		– Hold
0
– – – 4497
2017
Q2 		– Hold
0
– – – 4410
2017
Q1 		– Hold
0
– – – 4403
2016
Q4 		– Hold
0
– – – 4249
2016
Q2 		– Hold
0
– -$5K – 4855
2016
Q1 		– Hold
0
– – – 4092
2015
Q4 		– Hold
0
– – – 3823
2015
Q3 		– Hold
0
– – – 3689
2015
Q2 		– Hold
0
– – – 3693
2015
Q1 		– Hold
0
– – – 3587
2014
Q4 		– Hold
0
– – – 3432
2014
Q3 		– Hold
0
– – – 3592
2014
Q2 		– Hold
0
– – – 3559
2014
Q1 		– Hold
0
– – – 3438
2013
Q4 		– Hold
0
– – – 3436
2013
Q3 		– Hold
0
– – – 3366

Other funds holding SUNE

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return