WESPAC Advisors SoCal’s Ballard Power Systems BLDP Stock Holding History

WESPAC Advisors SoCal’s Portfolio BLDP Stock Details BLDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-4,400	Closed	-$13K	–	106
2019 Q1	$13K	Hold	4,400	–	–	0.01%	208
2018 Q4	$10K	Hold	4,400	–	–	0.01%	235
2018 Q3	$18K	Buy	+4,400	New	+$14.6K	0.01%	195
2018 Q2	–	Sell	-4,400	Closed	-$15K	–	109
2018 Q1	$15K	Hold	4,400	–	–	0.01%	177
2017 Q4	$19K	Hold	4,400	–	–	0.01%	161
2017 Q3	$20K	Hold	4,400	–	–	0.01%	163
2017 Q2	$12K	Hold	4,400	–	–	0.01%	179
2017 Q1	$9.77K	Hold	4,400	–	–	0.01%	188
2016 Q4	$7.26K	Hold	4,400	–	–	﹤0.01%	201
2016 Q3	$9.72K	Hold	4,400	–	–	0.01%	198
2016 Q2	$5.5K	Hold	4,400	–	–	﹤0.01%	236
2016 Q1	$6.16K	Hold	4,400	–	–	﹤0.01%	232
2015 Q4	$6K	Buy	+4,400	New	+$6.23K	﹤0.01%	208

Other funds holding BLDP

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WESPAC Advisors SoCal's BLDP Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Ballard Power Systems (BLDP) in Q2 2019, closing a stake of 4,400 shares — an estimated $13K sold.

WESPAC Advisors SoCal first reported a position in BLDP in Q4 2015 and held it in 13 quarters. The position peaked at $20K in Q3 2017. 88 funds tracked by Wall St. Rank hold BLDP as of Q2 2019.

WESPAC Advisors SoCal reported no remaining Ballard Power Systems position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 4,400 Ballard Power Systems shares in Q2 2019, an estimated $13K.
WESPAC Advisors SoCal first reported a position in Ballard Power Systems in Q4 2015 and held it in 13 quarters.
WESPAC Advisors SoCal's Ballard Power Systems position peaked at $20K in Q3 2017.
88 funds tracked by Wall St. Rank held Ballard Power Systems as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.