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CCEC

Avantax Planning Partners’s Capital Clean Energy Carriers CCEC Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-112
Closed -$2K – 1536
2018
Q1 		$2K Buy
+112
New +$2.58K ﹤0.01% 1640

Other funds holding CCEC

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GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
OIM
Oceanic Investment Management Douglas, Isle Of Man $118M AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $582M AUM 22.09% 1-Year Est. Return

Avantax Planning Partners's CCEC Position: Q2 2018 in Review

Avantax Planning Partners sold out of Capital Clean Energy Carriers (CCEC) in Q2 2018, closing a stake of 112 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in CCEC in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 80 funds tracked by Wall St. Rank hold CCEC as of Q2 2018.

  • Avantax Planning Partners reported no remaining Capital Clean Energy Carriers position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 112 Capital Clean Energy Carriers shares in Q2 2018, an estimated $2K.
  • Avantax Planning Partners first reported a position in Capital Clean Energy Carriers in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Capital Clean Energy Carriers position peaked at $2K in Q1 2018.
  • 80 funds tracked by Wall St. Rank held Capital Clean Energy Carriers as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.