AWM
CAFD

AE Wealth Management’s 8point3 Energy Partners LP CAFD Stock Holding History

AE Wealth Management’s Portfolio CAFD Stock Details CAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-10,395
Closed -$156K – 477
2017
Q3 		$156K Buy
+10,395
New +$151K 0.01% 385

Other funds holding CAFD

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QAM
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EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
EA
Ecofin Advisors London, United Kingdom $239M AUM 45.14% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return
TAM
Trillium Asset Management Boston, Massachusetts $3.01B AUM 19.96% 1-Year Est. Return

AE Wealth Management's CAFD Position: Q4 2017 in Review

AE Wealth Management sold out of 8point3 Energy Partners LP (CAFD) in Q4 2017, closing a stake of 10,395 shares — an estimated $156K sold.

AE Wealth Management first reported a position in CAFD in Q3 2017 and held it in 1 quarter. The position peaked at $156K in Q3 2017. 91 funds tracked by Wall St. Rank hold CAFD as of Q4 2017.

  • AE Wealth Management reported no remaining 8point3 Energy Partners LP position as of Q4 2017 after selling out during the quarter.
  • AE Wealth Management sold 10,395 8point3 Energy Partners LP shares in Q4 2017, an estimated $156K.
  • AE Wealth Management first reported a position in 8point3 Energy Partners LP in Q3 2017 and held it in 1 quarter.
  • AE Wealth Management's 8point3 Energy Partners LP position peaked at $156K in Q3 2017.
  • 91 funds tracked by Wall St. Rank held 8point3 Energy Partners LP as of Q4 2017.

Based on AE Wealth Management's 13F filing for Q4 2017, filed 6 Feb 2018.