CT
CAFD

Clearstead Trust’s 8point3 Energy Partners LP CAFD Stock Holding History

Clearstead Trust’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
-69,434
Closed -$1.06M – 208
2017
Q4 		$1.06M Hold
69,434
– – 0.72% 47
2017
Q3 		$1.04M Sell
69,434
-2,651
-4% -$38.5K 0.77% 48
2017
Q2 		$1.09M Sell
72,085
-15,156
-17% -$200K 0.86% 43
2017
Q1 		$1.21M Buy
87,241
+73,895
+554% +$990K 1% 39
2016
Q4 		$177K Buy
+13,346
New +$183K 0.16% 101

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

Clearstead Trust's CAFD Position: Q1 2018 in Review

Clearstead Trust sold out of 8point3 Energy Partners LP (CAFD) in Q1 2018, closing a stake of 69,434 shares — an estimated $1.06M sold.

Clearstead Trust first reported a position in CAFD in Q4 2016 and held it in 5 quarters. The position peaked at $1.21M in Q1 2017. 87 funds tracked by Wall St. Rank hold CAFD as of Q1 2018.

  • Clearstead Trust reported no remaining 8point3 Energy Partners LP position as of Q1 2018 after selling out during the quarter.
  • Clearstead Trust sold 69,434 8point3 Energy Partners LP shares in Q1 2018, an estimated $1.06M.
  • Clearstead Trust first reported a position in 8point3 Energy Partners LP in Q4 2016 and held it in 5 quarters.
  • Clearstead Trust's 8point3 Energy Partners LP position peaked at $1.21M in Q1 2017.
  • 87 funds tracked by Wall St. Rank held 8point3 Energy Partners LP as of Q1 2018.

Based on Clearstead Trust's 13F filing for Q1 2018, filed 15 May 2018.