BRWM
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B. Riley Wealth Management’s Capital Clean Energy Carriers CCEC Stock Holding History

B. Riley Wealth Management’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
2021
Q1 		– Sell
-10,000
Closed -$81K – 484
2020
Q4 		$81K Buy
+10,000
New +$76K 0.01% 370

Other funds holding CCEC

DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

B. Riley Wealth Management's CCEC Position: Q1 2021 in Review

B. Riley Wealth Management sold out of Capital Clean Energy Carriers (CCEC) in Q1 2021, closing a stake of 10,000 shares — an estimated $81K sold.

B. Riley Wealth Management first reported a position in CCEC in Q4 2020 and held it in 1 quarter. The position peaked at $81K in Q4 2020. 42 funds tracked by Wall St. Rank hold CCEC as of Q1 2021.

  • B. Riley Wealth Management reported no remaining Capital Clean Energy Carriers position as of Q1 2021 after selling out during the quarter.
  • B. Riley Wealth Management sold 10,000 Capital Clean Energy Carriers shares in Q1 2021, an estimated $81K.
  • B. Riley Wealth Management first reported a position in Capital Clean Energy Carriers in Q4 2020 and held it in 1 quarter.
  • B. Riley Wealth Management's Capital Clean Energy Carriers position peaked at $81K in Q4 2020.
  • 42 funds tracked by Wall St. Rank held Capital Clean Energy Carriers as of Q1 2021.

Based on B. Riley Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.