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B. Riley Wealth Management’s Clearway Energy Class C CWEN Stock Holding History

B. Riley Wealth Management’s Portfolio CWEN Stock Details CWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,200
Closed -$28K – 1017
2014
Q3 		$28K Buy
+1,200
New +$31.2K 0.02% 525

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
OCM
Osterweis Capital Management San Francisco, California $1.94B AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

B. Riley Wealth Management's CWEN Position: Q4 2014 in Review

B. Riley Wealth Management sold out of Clearway Energy Class C (CWEN) in Q4 2014, closing a stake of 1,200 shares — an estimated $28K sold.

B. Riley Wealth Management first reported a position in CWEN in Q3 2014 and held it in 1 quarter. The position peaked at $28K in Q3 2014. 144 funds tracked by Wall St. Rank hold CWEN as of Q4 2014.

  • B. Riley Wealth Management reported no remaining Clearway Energy Class C position as of Q4 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 1,200 Clearway Energy Class C shares in Q4 2014, an estimated $28K.
  • B. Riley Wealth Management first reported a position in Clearway Energy Class C in Q3 2014 and held it in 1 quarter.
  • B. Riley Wealth Management's Clearway Energy Class C position peaked at $28K in Q3 2014.
  • 144 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q4 2014.

Based on B. Riley Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.