MFW
SUNE

Mosaic Family Wealth’s SUNEDISON, INC COM SUNE Stock Holding History

Mosaic Family Wealth’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
2016
Q3 		– Sell
-4,725
Closed -$1K – 803
2016
Q2 		$1K Hold
4,725
– – ﹤0.01% 780
2016
Q1 		$2K Buy
4,725
+1,375
+41% +$3.17K ﹤0.01% 744
2015
Q4 		$17K Buy
+3,350
New +$20.5K 0.01% 473

Other funds holding SUNE

FCM
Firsthand Capital Management San Jose, California $46.9M AUM 114.33% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RHBC
R.H. Bluestein & Co Birmingham, Michigan $1.61B AUM 7.59% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
KLI
Kelman-Lazarov Inc Memphis, Tennessee $698M AUM 14.07% 1-Year Est. Return

Mosaic Family Wealth's SUNE Position: Q3 2016 in Review

Mosaic Family Wealth sold out of SUNEDISON, INC COM (SUNE) in Q3 2016, closing a stake of 4,725 shares — an estimated $1K sold.

Mosaic Family Wealth first reported a position in SUNE in Q4 2015 and held it in 3 quarters. The position peaked at $17K in Q4 2015. 15 funds tracked by Wall St. Rank hold SUNE as of Q3 2016.

  • Mosaic Family Wealth reported no remaining SUNEDISON, INC COM position as of Q3 2016 after selling out during the quarter.
  • Mosaic Family Wealth sold 4,725 SUNEDISON, INC COM shares in Q3 2016, an estimated $1K.
  • Mosaic Family Wealth first reported a position in SUNEDISON, INC COM in Q4 2015 and held it in 3 quarters.
  • Mosaic Family Wealth's SUNEDISON, INC COM position peaked at $17K in Q4 2015.
  • 15 funds tracked by Wall St. Rank held SUNEDISON, INC COM as of Q3 2016.

Based on Mosaic Family Wealth's 13F filing for Q3 2016, filed 16 Nov 2016.