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Arkadios Wealth Advisors’s Capital Clean Energy Carriers CCEC Stock Holding History

Arkadios Wealth Advisors’s Portfolio CCEC Stock Details CCEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-127
Closed -$1.58K – 1315
2019
Q4 		$1.58K Buy
+127
New +$1.5K ﹤0.01% 841

Other funds holding CCEC

DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Arkadios Wealth Advisors's CCEC Position: Q1 2020 in Review

Arkadios Wealth Advisors sold out of Capital Clean Energy Carriers (CCEC) in Q1 2020, closing a stake of 127 shares — an estimated $1.58K sold.

Arkadios Wealth Advisors first reported a position in CCEC in Q4 2019 and held it in 1 quarter. The position peaked at $1.58K in Q4 2019. 42 funds tracked by Wall St. Rank hold CCEC as of Q1 2020.

  • Arkadios Wealth Advisors reported no remaining Capital Clean Energy Carriers position as of Q1 2020 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 127 Capital Clean Energy Carriers shares in Q1 2020, an estimated $1.58K.
  • Arkadios Wealth Advisors first reported a position in Capital Clean Energy Carriers in Q4 2019 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Capital Clean Energy Carriers position peaked at $1.58K in Q4 2019.
  • 42 funds tracked by Wall St. Rank held Capital Clean Energy Carriers as of Q1 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2020, filed 14 May 2020.