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Burt Wealth Advisors’s Clearway Energy Class C CWEN Stock Holding History

Burt Wealth Advisors’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
2016
Q2 		– Sell
-3,300
Closed -$47K – 453
2016
Q1 		$47K Buy
+3,300
New +$43.5K 0.04% 174

Other funds holding CWEN

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Burt Wealth Advisors's CWEN Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Clearway Energy Class C (CWEN) in Q2 2016, closing a stake of 3,300 shares — an estimated $47K sold.

Burt Wealth Advisors first reported a position in CWEN in Q1 2016 and held it in 1 quarter. The position peaked at $47K in Q1 2016. 149 funds tracked by Wall St. Rank hold CWEN as of Q2 2016.

  • Burt Wealth Advisors reported no remaining Clearway Energy Class C position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 3,300 Clearway Energy Class C shares in Q2 2016, an estimated $47K.
  • Burt Wealth Advisors first reported a position in Clearway Energy Class C in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's Clearway Energy Class C position peaked at $47K in Q1 2016.
  • 149 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.