MSFP
SPWR

Mark Sheptoff Financial Planning’s SunPower Corporation Common Stock SPWR Stock Holding History

Mark Sheptoff Financial Planning’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
-153
Closed -$1K – 377
2016
Q3 		$1K Hold
153
– – ﹤0.01% 343
2016
Q2 		$2K Hold
153
– – ﹤0.01% 324
2016
Q1 		$2K Buy
+153
New +$2.38K ﹤0.01% 320

Other funds holding SPWR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
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
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Mark Sheptoff Financial Planning's SPWR Position: Q4 2016 in Review

Mark Sheptoff Financial Planning sold out of SunPower Corporation Common Stock (SPWR) in Q4 2016, closing a stake of 153 shares — an estimated $1K sold.

Mark Sheptoff Financial Planning first reported a position in SPWR in Q1 2016 and held it in 3 quarters. The position peaked at $2K in Q2 2016. 172 funds tracked by Wall St. Rank hold SPWR as of Q4 2016.

  • Mark Sheptoff Financial Planning reported no remaining SunPower Corporation Common Stock position as of Q4 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 153 SunPower Corporation Common Stock shares in Q4 2016, an estimated $1K.
  • Mark Sheptoff Financial Planning first reported a position in SunPower Corporation Common Stock in Q1 2016 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's SunPower Corporation Common Stock position peaked at $2K in Q2 2016.
  • 172 funds tracked by Wall St. Rank held SunPower Corporation Common Stock as of Q4 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2016, filed 7 Feb 2017.