WA
SPWR

Waverly Advisors’s SunPower Corporation Common Stock SPWR Stock Holding History

Waverly 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
Q4 		– Sell
-2
Closed – – 406
2015
Q3 		$0 Hold
2
– – ﹤0.01% 457
2015
Q2 		$0 Hold
2
– – ﹤0.01% 409
2015
Q1 		$0 Buy
+2
New +$38 ﹤0.01% 434

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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EA
Ecofin Advisors London, United Kingdom $239M AUM 45.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Waverly Advisors's SPWR Position: Q4 2015 in Review

Waverly Advisors sold out of SunPower Corporation Common Stock (SPWR) in Q4 2015, closing a stake of 2 shares.

Waverly Advisors first reported a position in SPWR in Q1 2015 and held it in 3 quarters. The position peaked at $0 in Q3 2015. 211 funds tracked by Wall St. Rank hold SPWR as of Q4 2015.

  • Waverly Advisors reported no remaining SunPower Corporation Common Stock position as of Q4 2015 after selling out during the quarter.
  • Waverly Advisors sold 2 SunPower Corporation Common Stock shares in Q4 2015.
  • Waverly Advisors first reported a position in SunPower Corporation Common Stock in Q1 2015 and held it in 3 quarters.
  • Waverly Advisors's SunPower Corporation Common Stock position peaked at $0 in Q3 2015.
  • 211 funds tracked by Wall St. Rank held SunPower Corporation Common Stock as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.