CWSR
CWEN.A

Chessman Wealth Strategies RIA’s Clearway Energy Class A CWEN.A Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-350
Closed -$7K – 56
2018
Q3 		$7K Buy
+350
New +$6.64K 0.01% 145

Other funds holding CWEN.A

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Chessman Wealth Strategies RIA's CWEN.A Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Clearway Energy Class A (CWEN.A) in Q4 2018, closing a stake of 350 shares — an estimated $7K sold.

Chessman Wealth Strategies RIA first reported a position in CWEN.A in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 135 funds tracked by Wall St. Rank hold CWEN.A as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Clearway Energy Class A position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 350 Clearway Energy Class A shares in Q4 2018, an estimated $7K.
  • Chessman Wealth Strategies RIA first reported a position in Clearway Energy Class A in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Clearway Energy Class A position peaked at $7K in Q3 2018.
  • 135 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.