Baird Financial Group
CAFD

Baird Financial Group’s 8point3 Energy Partners LP CAFD Stock Holding History

Baird Financial Group’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
Q1 		– Sell
-167,052
Closed -$2.54M – 1331
2017
Q4 		$2.54M Sell
167,052
-46,033
-22% -$692K 0.02% 560
2017
Q3 		$3.2M Sell
213,085
-11,341
-5% -$165K 0.02% 509
2017
Q2 		$3.4M Sell
224,426
-115,128
-34% -$1.52M 0.03% 489
2017
Q1 		$4.61M Buy
339,554
+10,133
+3% +$136K 0.04% 414
2016
Q4 		$4.28M Buy
329,421
+43,511
+15% +$596K 0.04% 401
2016
Q3 		$4.12M Buy
285,910
+59,511
+26% +$943K 0.04% 409
2016
Q2 		$3.57M Buy
226,399
+3,262
+1% +$48.5K 0.03% 419
2016
Q1 		$3.28M Buy
223,137
+18,867
+9% +$289K 0.03% 442
2015
Q4 		$3.3M Buy
204,270
+28,636
+16% +$385K 0.03% 425
2015
Q3 		$1.86M Buy
+175,634
New +$2.67M 0.02% 535

Other funds holding CAFD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EA
Ecofin Advisors London, United Kingdom $239M AUM 45.14% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAM
Trillium Asset Management Boston, Massachusetts $3.01B AUM 19.96% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return

Baird Financial Group's CAFD Position: Q1 2018 in Review

Baird Financial Group sold out of 8point3 Energy Partners LP (CAFD) in Q1 2018, closing a stake of 167,052 shares — an estimated $2.54M sold.

Baird Financial Group first reported a position in CAFD in Q3 2015 and held it in 10 quarters. The position peaked at $4.61M in Q1 2017. 87 funds tracked by Wall St. Rank hold CAFD as of Q1 2018.

  • Baird Financial Group reported no remaining 8point3 Energy Partners LP position as of Q1 2018 after selling out during the quarter.
  • Baird Financial Group sold 167,052 8point3 Energy Partners LP shares in Q1 2018, an estimated $2.54M.
  • Baird Financial Group first reported a position in 8point3 Energy Partners LP in Q3 2015 and held it in 10 quarters.
  • Baird Financial Group's 8point3 Energy Partners LP position peaked at $4.61M in Q1 2017.
  • 87 funds tracked by Wall St. Rank held 8point3 Energy Partners LP as of Q1 2018.

Based on Baird Financial Group's 13F filing for Q1 2018, filed 14 May 2018.