Clarus Wealth Advisors’s Capital Clean Energy Carriers CCEC Stock Holding History

Clarus Wealth Advisors’s Portfolio CCEC Stock Details CCEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-129	Closed	-$1K	–	563
2019 Q2	$1K	Buy	129 +5	+4%	+$53	﹤0.01%	581
2019 Q1	$1K	Buy	124 +2	+2%	+$31	﹤0.01%	669
2018 Q4	$2K	Buy	122 +3	+3%	+$54	﹤0.01%	652
2018 Q3	$2K	Buy	119 +6	+5%	+$125	﹤0.01%	679
2018 Q2	$2K	Buy	+113	New	+$2.47K	﹤0.01%	685

Other funds holding CCEC

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goodman Financial Houston, Texas $582M AUM 22.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Clarus Wealth Advisors's CCEC Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Capital Clean Energy Carriers (CCEC) in Q3 2019, closing a stake of 129 shares — an estimated $1K sold.

Clarus Wealth Advisors first reported a position in CCEC in Q2 2018 and held it in 5 quarters. The position peaked at $2K in Q4 2018. 50 funds tracked by Wall St. Rank hold CCEC as of Q3 2019.

Clarus Wealth Advisors reported no remaining Capital Clean Energy Carriers position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 129 Capital Clean Energy Carriers shares in Q3 2019, an estimated $1K.
Clarus Wealth Advisors first reported a position in Capital Clean Energy Carriers in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Capital Clean Energy Carriers position peaked at $2K in Q4 2018.
50 funds tracked by Wall St. Rank held Capital Clean Energy Carriers as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.