Mason Morfit’s Bloom Energy BE Stock Holding History

Mason Morfit’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 Q1	–	Sell	-250,000	Closed	-$4.49M	–	22
2018 Q4	$4.49M	Buy	+250,000	New	+$4.83M	0.06%	21

Other funds holding BE

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

SCP

Sandhill Capital Partners Buffalo, New York $1.23B AUM 13.7% 1-Year Est. Return

Mason Morfit's BE Position: Q1 2019 in Review

Mason Morfit sold out of Bloom Energy (BE) in Q1 2019, closing a stake of 250,000 shares — an estimated $4.49M sold.

Mason Morfit first reported a position in BE in Q4 2018 and held it in 1 quarter. The position peaked at $4.49M in Q4 2018. 126 funds tracked by Wall St. Rank hold BE as of Q1 2019.

Mason Morfit reported no remaining Bloom Energy position as of Q1 2019 after selling out during the quarter.
Mason Morfit sold 250,000 Bloom Energy shares in Q1 2019, an estimated $4.49M.
Mason Morfit first reported a position in Bloom Energy in Q4 2018 and held it in 1 quarter.
Mason Morfit's Bloom Energy position peaked at $4.49M in Q4 2018.
126 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2019.

Based on ValueAct Holdings's 13F filing for Q1 2019, filed 15 May 2019.