WP
SUNE

WealthPLAN Partners’s SUNEDISON, INC COM SUNE Stock Holding History

WealthPLAN Partners’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
-300
Closed -$42 – 1144
2016
Q2 		$42 Buy
+300
New +$110 ﹤0.01% 2456

Other funds holding SUNE

FCM
Firsthand Capital Management San Jose, California $62.6M AUM 121.63% 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 $495B AUM 43.24% 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

WealthPLAN Partners's SUNE Position: Q3 2016 in Review

WealthPLAN Partners sold out of SUNEDISON, INC COM (SUNE) in Q3 2016, closing a stake of 300 shares — an estimated $42 sold.

WealthPLAN Partners first reported a position in SUNE in Q2 2016 and held it in 1 quarter. The position peaked at $42 in Q2 2016. 15 funds tracked by Wall St. Rank hold SUNE as of Q3 2016.

  • WealthPLAN Partners reported no remaining SUNEDISON, INC COM position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 300 SUNEDISON, INC COM shares in Q3 2016, an estimated $42.
  • WealthPLAN Partners first reported a position in SUNEDISON, INC COM in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's SUNEDISON, INC COM position peaked at $42 in Q2 2016.
  • 15 funds tracked by Wall St. Rank held SUNEDISON, INC COM as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.