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

Avior 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
2018 Q2	–	Sell	-300	Closed	-$4K	–	881
2018 Q1	$4K	Hold	300	–	–	﹤0.01%	654
2017 Q4	$5K	Hold	300	–	–	﹤0.01%	653
2017 Q3	$5K	Hold	300	–	–	﹤0.01%	399
2017 Q2	$5K	Hold	300	–	–	﹤0.01%	372
2017 Q1	$4K	Hold	300	–	–	﹤0.01%	425
2016 Q4	$4K	Hold	300	–	–	﹤0.01%	419
2016 Q3	$4K	Hold	300	–	–	﹤0.01%	402
2016 Q2	$5K	Hold	300	–	–	﹤0.01%	383
2016 Q1	$4K	Hold	300	–	–	﹤0.01%	412
2015 Q4	$5K	Hold	300	–	–	﹤0.01%	370
2015 Q3	$3K	Hold	300	–	–	﹤0.01%	364
2015 Q2	$6K	Buy	+300	New	+$5.98K	﹤0.01%	305

Other funds holding CAFD

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Avior Wealth Management's CAFD Position: Q2 2018 in Review

Avior Wealth Management sold out of 8point3 Energy Partners LP (CAFD) in Q2 2018, closing a stake of 300 shares — an estimated $4K sold.

Avior Wealth Management first reported a position in CAFD in Q2 2015 and held it in 12 quarters. The position peaked at $6K in Q2 2015. 2 funds tracked by Wall St. Rank hold CAFD as of Q2 2018.

Avior Wealth Management reported no remaining 8point3 Energy Partners LP position as of Q2 2018 after selling out during the quarter.
Avior Wealth Management sold 300 8point3 Energy Partners LP shares in Q2 2018, an estimated $4K.
Avior Wealth Management first reported a position in 8point3 Energy Partners LP in Q2 2015 and held it in 12 quarters.
Avior Wealth Management's 8point3 Energy Partners LP position peaked at $6K in Q2 2015.
2 funds tracked by Wall St. Rank held 8point3 Energy Partners LP as of Q2 2018.

Based on Avior Wealth Management's 13F filing for Q2 2018, filed 16 Aug 2018.