UCFA
SPWR

United Capital Financial Advisors’s SunPower Corporation Common Stock SPWR Stock Holding History

United Capital Financial 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
2013
Q4 		– Sell
-195,567
Closed -$3.35M – 780
2013
Q3 		$3.35M Buy
+195,567
New +$3.05M 0.11% 184

Other funds holding SPWR

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCI
Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

United Capital Financial Advisors's SPWR Position: Q4 2013 in Review

United Capital Financial Advisors sold out of SunPower Corporation Common Stock (SPWR) in Q4 2013, closing a stake of 195,567 shares — an estimated $3.35M sold.

United Capital Financial Advisors first reported a position in SPWR in Q3 2013 and held it in 1 quarter. The position peaked at $3.35M in Q3 2013. 175 funds tracked by Wall St. Rank hold SPWR as of Q4 2013.

  • United Capital Financial Advisors reported no remaining SunPower Corporation Common Stock position as of Q4 2013 after selling out during the quarter.
  • United Capital Financial Advisors sold 195,567 SunPower Corporation Common Stock shares in Q4 2013, an estimated $3.35M.
  • United Capital Financial Advisors first reported a position in SunPower Corporation Common Stock in Q3 2013 and held it in 1 quarter.
  • United Capital Financial Advisors's SunPower Corporation Common Stock position peaked at $3.35M in Q3 2013.
  • 175 funds tracked by Wall St. Rank held SunPower Corporation Common Stock as of Q4 2013.

Based on United Capital Financial Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.