RFA
SUNE

Reilly Financial Advisors’s SUNEDISON, INC COM SUNE Stock Holding History

Reilly Financial Advisors’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
-35
Closed – – 934
2016
Q2 		$0 Buy
+35
New +$13 ﹤0.01% 1074
2015
Q4 		– Sell
-35
Closed -$215 – 1478
2015
Q3 		$0 Hold
35
– – ﹤0.01% 1449
2015
Q2 		$1K Hold
35
– – ﹤0.01% 1313
2015
Q1 		$1K Buy
+35
New +$752 ﹤0.01% 1258

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

Reilly Financial Advisors's SUNE Position: Q3 2016 in Review

Reilly Financial Advisors sold out of SUNEDISON, INC COM (SUNE) in Q3 2016, closing a stake of 35 shares.

Reilly Financial Advisors first reported a position in SUNE in Q1 2015 and held it in 4 quarters. The position peaked at $1K in Q2 2015. 15 funds tracked by Wall St. Rank hold SUNE as of Q3 2016.

  • Reilly Financial Advisors reported no remaining SUNEDISON, INC COM position as of Q3 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 35 SUNEDISON, INC COM shares in Q3 2016.
  • Reilly Financial Advisors first reported a position in SUNEDISON, INC COM in Q1 2015 and held it in 4 quarters.
  • Reilly Financial Advisors's SUNEDISON, INC COM position peaked at $1K in Q2 2015.
  • 15 funds tracked by Wall St. Rank held SUNEDISON, INC COM as of Q3 2016.

Based on Reilly Financial Advisors's 13F filing for Q3 2016, filed 26 Oct 2016.