UCFA
SUNE

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

United Capital 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
-26,615
Closed – – 1339
2016
Q2 		$0 Sell
26,615
-19,686
-43% -$7.2K ﹤0.01% 1316
2016
Q1 		$25K Buy
46,301
+22,590
+95% +$52.1K ﹤0.01% 1203
2015
Q4 		$121K Buy
23,711
+410
+2% +$2.51K ﹤0.01% 1166
2015
Q3 		$167K Sell
23,301
-750
-3% -$13.4K ﹤0.01% 1177
2015
Q2 		$719K Buy
24,051
+265
+1% +$7.55K 0.01% 801
2015
Q1 		$602K Buy
23,786
+6,032
+34% +$130K 0.01% 838
2014
Q4 		$346K Buy
17,754
+5,848
+49% +$111K 0.01% 929
2014
Q3 		$225K Buy
+11,906
New +$255K ﹤0.01% 1006

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 $83.7B AUM 27.22% 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 $32.6B AUM 52.29% 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 $763M AUM 17.15% 1-Year Est. Return

United Capital Financial Advisors's SUNE Position: Q3 2016 in Review

United Capital Financial Advisors sold out of SUNEDISON, INC COM (SUNE) in Q3 2016, closing a stake of 26,615 shares.

United Capital Financial Advisors first reported a position in SUNE in Q3 2014 and held it in 8 quarters. The position peaked at $719K in Q2 2015. 15 funds tracked by Wall St. Rank hold SUNE as of Q3 2016.

  • United Capital Financial Advisors reported no remaining SUNEDISON, INC COM position as of Q3 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 26,615 SUNEDISON, INC COM shares in Q3 2016.
  • United Capital Financial Advisors first reported a position in SUNEDISON, INC COM in Q3 2014 and held it in 8 quarters.
  • United Capital Financial Advisors's SUNEDISON, INC COM position peaked at $719K in Q2 2015.
  • 15 funds tracked by Wall St. Rank held SUNEDISON, INC COM as of Q3 2016.

Based on United Capital Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.