De Burlo Group’s 8point3 Energy Partners LP CAFD Stock Holding History

De Burlo Group’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	-4,000	Closed	-$60K	–	121
2017 Q4	$60K	Hold	4,000	–	–	0.01%	106
2017 Q3	$60K	Buy	+4,000	New	+$58.1K	0.01%	104
2017 Q1	–	Sell	-34,000	Closed	-$441K	–	112
2016 Q4	$441K	Buy	+34,000	New	+$466K	0.11%	85

Other funds holding CAFD

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 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 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

De Burlo Group's CAFD Position: Q1 2018 in Review

De Burlo Group sold out of 8point3 Energy Partners LP (CAFD) in Q1 2018, closing a stake of 4,000 shares — an estimated $60K sold.

De Burlo Group first reported a position in CAFD in Q4 2016 and held it in 3 quarters. The position peaked at $441K in Q4 2016. 87 funds tracked by Wall St. Rank hold CAFD as of Q1 2018.

De Burlo Group reported no remaining 8point3 Energy Partners LP position as of Q1 2018 after selling out during the quarter.
De Burlo Group sold 4,000 8point3 Energy Partners LP shares in Q1 2018, an estimated $60K.
De Burlo Group first reported a position in 8point3 Energy Partners LP in Q4 2016 and held it in 3 quarters.
De Burlo Group's 8point3 Energy Partners LP position peaked at $441K in Q4 2016.
87 funds tracked by Wall St. Rank held 8point3 Energy Partners LP as of Q1 2018.

Based on De Burlo Group's 13F filing for Q1 2018, filed 3 May 2018.