AFM
CPN

Andesa Financial Management’s Calpine Corporation CPN Stock Holding History

Andesa Financial Management’s Portfolio CPN Stock Details CPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-34,295
Closed -$519K – 63
2017
Q4 		$519K Buy
+34,295
New +$514K 0.77% 45

Other funds holding CPN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Andesa Financial Management's CPN Position: Q1 2018 in Review

Andesa Financial Management sold out of Calpine Corporation (CPN) in Q1 2018, closing a stake of 34,295 shares — an estimated $519K sold.

Andesa Financial Management first reported a position in CPN in Q4 2017 and held it in 1 quarter. The position peaked at $519K in Q4 2017. 1 fund tracked by Wall St. Rank holds CPN as of Q1 2018.

  • Andesa Financial Management reported no remaining Calpine Corporation position as of Q1 2018 after selling out during the quarter.
  • Andesa Financial Management sold 34,295 Calpine Corporation shares in Q1 2018, an estimated $519K.
  • Andesa Financial Management first reported a position in Calpine Corporation in Q4 2017 and held it in 1 quarter.
  • Andesa Financial Management's Calpine Corporation position peaked at $519K in Q4 2017.
  • 1 fund tracked by Wall St. Rank held Calpine Corporation as of Q1 2018.

Based on Andesa Financial Management's 13F filing for Q1 2018, filed 18 Sep 2018.