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Symphony Asset Management’s Bloom Energy BE Stock Holding History

Symphony Asset Management’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
2020
Q1 		– Sell
-21,578
Closed -$161K – 58
2019
Q4 		$161K Buy
+21,578
New +$105K 0.04% 166
2019
Q3 		– Sell
-86,976
Closed -$1.07M – 178
2019
Q2 		$1.07M Buy
86,976
+48,614
+127% +$596K 0.22% 55
2019
Q1 		$496K Buy
+38,362
New +$469K 0.13% 105

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Symphony Asset Management's BE Position: Q1 2020 in Review

Symphony Asset Management sold out of Bloom Energy (BE) in Q1 2020, closing a stake of 21,578 shares — an estimated $161K sold.

Symphony Asset Management first reported a position in BE in Q1 2019 and held it in 3 quarters. The position peaked at $1.07M in Q2 2019. 154 funds tracked by Wall St. Rank hold BE as of Q1 2020.

  • Symphony Asset Management reported no remaining Bloom Energy position as of Q1 2020 after selling out during the quarter.
  • Symphony Asset Management sold 21,578 Bloom Energy shares in Q1 2020, an estimated $161K.
  • Symphony Asset Management first reported a position in Bloom Energy in Q1 2019 and held it in 3 quarters.
  • Symphony Asset Management's Bloom Energy position peaked at $1.07M in Q2 2019.
  • 154 funds tracked by Wall St. Rank held Bloom Energy as of Q1 2020.

Based on Symphony Asset Management's 13F filing for Q1 2020, filed 12 May 2020.