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Whitnell & Co’s Bloom Energy BE Stock Holding History

Whitnell & Co’s Portfolio BE Stock Details BE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$96K Sell
12,856
-7,722
-38% -$37.4K 0.03% 178
2019
Q3 		$67K Sell
20,578
-5,722
-22% -$42.8K 0.02% 191
2019
Q2 		$323K Sell
26,300
-5,667
-18% -$69.5K 0.12% 113
2019
Q1 		$413K Buy
+31,967
New +$391K 0.16% 104

Other funds holding BE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Whitnell & Co's BE Position: Q4 2019 in Review

Whitnell & Co reduced its Bloom Energy (BE) stake by 38% in Q4 2019, selling an estimated $37.4K and leaving 12,856 shares worth $96K. The position accounts for 0.03% of the portfolio, ranked #178.

Whitnell & Co first reported a position in BE in Q1 2019 and has held it in 4 quarters since. The position peaked at $413K in Q1 2019. 159 funds tracked by Wall St. Rank hold BE as of Q4 2019.

  • Whitnell & Co held 12,856 shares of Bloom Energy worth $96K as of Q4 2019.
  • Whitnell & Co sold 7,722 Bloom Energy shares in Q4 2019, an estimated $37.4K.
  • Bloom Energy made up 0.03% of Whitnell & Co's portfolio in Q4 2019, its #178 holding.
  • Whitnell & Co first reported a position in Bloom Energy in Q1 2019 and has held it in 4 quarters since.
  • Whitnell & Co's Bloom Energy position peaked at $413K in Q1 2019.
  • 159 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2019.

Based on Whitnell & Co's 13F filing for Q4 2019, filed 11 Feb 2020.