LGWM
SPWR

Litman Gregory Wealth Management’s SunPower Corporation Common Stock SPWR Stock Holding History

Litman Gregory Wealth Management’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
2018
Q2 		– Sell
-229
Closed -$1K – 169
2018
Q1 		$1K Buy
+229
New +$1.17K ﹤0.01% 167

Other funds holding SPWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Litman Gregory Wealth Management's SPWR Position: Q2 2018 in Review

Litman Gregory Wealth Management sold out of SunPower Corporation Common Stock (SPWR) in Q2 2018, closing a stake of 229 shares — an estimated $1K sold.

Litman Gregory Wealth Management first reported a position in SPWR in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 156 funds tracked by Wall St. Rank hold SPWR as of Q2 2018.

  • Litman Gregory Wealth Management reported no remaining SunPower Corporation Common Stock position as of Q2 2018 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 229 SunPower Corporation Common Stock shares in Q2 2018, an estimated $1K.
  • Litman Gregory Wealth Management first reported a position in SunPower Corporation Common Stock in Q1 2018 and held it in 1 quarter.
  • Litman Gregory Wealth Management's SunPower Corporation Common Stock position peaked at $1K in Q1 2018.
  • 156 funds tracked by Wall St. Rank held SunPower Corporation Common Stock as of Q2 2018.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2018, filed 9 Aug 2018.