NFG
SUNE

Next Financial Group’s SUNEDISON, INC COM SUNE Stock Holding History

Next Financial Group’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
-5,650
Closed – – 2523
2016
Q2 		$0 Sell
5,650
-500
-8% -$183 ﹤0.01% 1946
2016
Q1 		$3K Sell
6,150
-2,100
-25% -$4.84K ﹤0.01% 1508
2015
Q4 		$41K Buy
8,250
+6,300
+323% +$38.6K 0.02% 679
2015
Q3 		$14K Buy
1,950
+550
+39% +$9.86K 0.01% 1097
2015
Q2 		$41K Hold
1,400
– – 0.01% 740
2015
Q1 		$33K Hold
1,400
– – 0.01% 815
2014
Q4 		$27K Buy
1,400
+861
+160% +$16.4K 0.01% 875
2014
Q3 		$10K Buy
+539
New +$11.6K ﹤0.01% 1775

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 $74.2B AUM 21.09% 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 $26.7B AUM 36.4% 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

Next Financial Group's SUNE Position: Q3 2016 in Review

Next Financial Group sold out of SUNEDISON, INC COM (SUNE) in Q3 2016, closing a stake of 5,650 shares.

Next Financial Group first reported a position in SUNE in Q3 2014 and held it in 8 quarters. The position peaked at $41K in Q4 2015. 15 funds tracked by Wall St. Rank hold SUNE as of Q3 2016.

  • Next Financial Group reported no remaining SUNEDISON, INC COM position as of Q3 2016 after selling out during the quarter.
  • Next Financial Group sold 5,650 SUNEDISON, INC COM shares in Q3 2016.
  • Next Financial Group first reported a position in SUNEDISON, INC COM in Q3 2014 and held it in 8 quarters.
  • Next Financial Group's SUNEDISON, INC COM position peaked at $41K in Q4 2015.
  • 15 funds tracked by Wall St. Rank held SUNEDISON, INC COM as of Q3 2016.

Based on Next Financial Group's 13F filing for Q3 2016, filed 1 Nov 2016.