Advisory Research’s Clearway Energy Class A CWEN.A Stock Holding History

Advisory Research’s Portfolio CWEN.A Stock Details CWEN.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-301,270	Closed	-$3.36M	–	281
2015 Q3	$3.36M	Buy	301,270 +82,010	+37%	+$1.4M	0.05%	160
2015 Q2	$4.82M	Buy	+219,260	New	+$5.39M	0.05%	168

Other funds holding CWEN.A

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ecofin Advisors London, United Kingdom $239M AUM 45.14% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisory Research's CWEN.A Position: Q4 2015 in Review

Advisory Research sold out of Clearway Energy Class A (CWEN.A) in Q4 2015, closing a stake of 301,270 shares — an estimated $3.36M sold.

Advisory Research first reported a position in CWEN.A in Q2 2015 and held it in 2 quarters. The position peaked at $4.82M in Q2 2015. 119 funds tracked by Wall St. Rank hold CWEN.A as of Q4 2015.

Advisory Research reported no remaining Clearway Energy Class A position as of Q4 2015 after selling out during the quarter.
Advisory Research sold 301,270 Clearway Energy Class A shares in Q4 2015, an estimated $3.36M.
Advisory Research first reported a position in Clearway Energy Class A in Q2 2015 and held it in 2 quarters.
Advisory Research's Clearway Energy Class A position peaked at $4.82M in Q2 2015.
119 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q4 2015.

Based on Advisory Research's 13F filing for Q4 2015, filed 16 Feb 2016.