BWA
CWEN.A

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

Burt Wealth Advisors’s Portfolio CWEN.A Stock Details CWEN.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1,000
Closed -$14K – 454
2016
Q1 		$14K Buy
+1,000
New +$12.4K 0.01% 288

Other funds holding CWEN.A

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EA
Ecofin Advisors London, United Kingdom $239M AUM 45.14% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
OCM
Osterweis Capital Management San Francisco, California $1.94B AUM 20.77% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Burt Wealth Advisors sold out of Clearway Energy Class A (CWEN.A) in Q2 2016, closing a stake of 1,000 shares — an estimated $14K sold.

Burt Wealth Advisors first reported a position in CWEN.A in Q1 2016 and held it in 1 quarter. The position peaked at $14K in Q1 2016. 128 funds tracked by Wall St. Rank hold CWEN.A as of Q2 2016.

  • Burt Wealth Advisors reported no remaining Clearway Energy Class A position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 1,000 Clearway Energy Class A shares in Q2 2016, an estimated $14K.
  • Burt Wealth Advisors first reported a position in Clearway Energy Class A in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's Clearway Energy Class A position peaked at $14K in Q1 2016.
  • 128 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q2 2016.

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