Creative Planning
CAFD

Creative Planning’s 8point3 Energy Partners LP CAFD Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-3,214
Closed -$49K – 4422
2017
Q2 		$49K Sell
3,214
-343
-10% -$4.53K ﹤0.01% 2530
2017
Q1 		$48K Sell
3,557
-64
-2% -$858 ﹤0.01% 2512
2016
Q4 		$47K Buy
3,621
+1,250
+53% +$17.1K ﹤0.01% 2439
2016
Q3 		$34K Buy
2,371
+11
+0.5% +$174 ﹤0.01% 2662
2016
Q2 		$37K Buy
2,360
+760
+48% +$11.3K ﹤0.01% 2357
2016
Q1 		$24K Hold
1,600
– – ﹤0.01% 2638
2015
Q4 		$26K Hold
1,600
– – ﹤0.01% 2660
2015
Q3 		$17K Buy
+1,600
New +$24.3K ﹤0.01% 2876

Other funds holding CAFD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
QAM
Quentec Asset Management New York $634M AUM 22.87% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
EA
Ecofin Advisors London, United Kingdom $239M AUM 45.14% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return

Creative Planning's CAFD Position: Q3 2017 in Review

Creative Planning sold out of 8point3 Energy Partners LP (CAFD) in Q3 2017, closing a stake of 3,214 shares — an estimated $49K sold.

Creative Planning first reported a position in CAFD in Q3 2015 and held it in 8 quarters. The position peaked at $49K in Q2 2017. 78 funds tracked by Wall St. Rank hold CAFD as of Q3 2017.

  • Creative Planning reported no remaining 8point3 Energy Partners LP position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 3,214 8point3 Energy Partners LP shares in Q3 2017, an estimated $49K.
  • Creative Planning first reported a position in 8point3 Energy Partners LP in Q3 2015 and held it in 8 quarters.
  • Creative Planning's 8point3 Energy Partners LP position peaked at $49K in Q2 2017.
  • 78 funds tracked by Wall St. Rank held 8point3 Energy Partners LP as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.