SWA
SPWR

SFMG Wealth Advisors’s SunPower Corporation Common Stock SPWR Stock Holding History

SFMG Wealth Advisors’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
2015
Q2 		– Sell
-14,125
Closed -$290K – 176
2015
Q1 		$290K Buy
+14,125
New +$267K 0.02% 136

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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

SFMG Wealth Advisors's SPWR Position: Q2 2015 in Review

SFMG Wealth Advisors sold out of SunPower Corporation Common Stock (SPWR) in Q2 2015, closing a stake of 14,125 shares — an estimated $290K sold.

SFMG Wealth Advisors first reported a position in SPWR in Q1 2015 and held it in 1 quarter. The position peaked at $290K in Q1 2015. 195 funds tracked by Wall St. Rank hold SPWR as of Q2 2015.

  • SFMG Wealth Advisors reported no remaining SunPower Corporation Common Stock position as of Q2 2015 after selling out during the quarter.
  • SFMG Wealth Advisors sold 14,125 SunPower Corporation Common Stock shares in Q2 2015, an estimated $290K.
  • SFMG Wealth Advisors first reported a position in SunPower Corporation Common Stock in Q1 2015 and held it in 1 quarter.
  • SFMG Wealth Advisors's SunPower Corporation Common Stock position peaked at $290K in Q1 2015.
  • 195 funds tracked by Wall St. Rank held SunPower Corporation Common Stock as of Q2 2015.

Based on SFMG Wealth Advisors's 13F filing for Q2 2015, filed 12 Aug 2015.