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Winslow Evans & Crocker’s Bloom Energy BE Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$5K Hold
170
– – ﹤0.01% 1076
2020
Q3 		$3K Hold
170
– – ﹤0.01% 942
2020
Q2 		$2K Hold
170
– – ﹤0.01% 1019
2020
Q1 		$2K Hold
170
– – ﹤0.01% 982
2019
Q4 		$2K Buy
+170
New +$824 ﹤0.01% 1071

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Winslow Evans & Crocker's BE Position: Q4 2020 in Review

Winslow Evans & Crocker held its Bloom Energy (BE) position steady in Q4 2020 at 170 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Winslow Evans & Crocker first reported a position in BE in Q4 2019 and has held it in 5 quarters since. 261 funds tracked by Wall St. Rank hold BE as of Q4 2020.

  • Winslow Evans & Crocker held 170 shares of Bloom Energy worth $5K as of Q4 2020.
  • Winslow Evans & Crocker left its Bloom Energy share count unchanged in Q4 2020.
  • Bloom Energy made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1076 holding.
  • Winslow Evans & Crocker first reported a position in Bloom Energy in Q4 2019 and has held it in 5 quarters since.
  • 261 funds tracked by Wall St. Rank held Bloom Energy as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.