Doyle Wealth Management’s Clearway Energy Class C CWEN Stock Holding History

Doyle Wealth Management’s Portfolio CWEN Stock Details CWEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-60,952	Closed	-$1.05M	–	303
2018 Q4	$1.05M	Sell	60,952 -5,098	-8%	-$95.1K	0.18%	64
2018 Q3	$1.27M	Buy	66,050 +243	+0.4%	+$4.64K	0.2%	63
2018 Q2	$1.13M	Buy	65,807 +3,946	+6%	+$69.1K	0.19%	65
2018 Q1	$1.05M	Buy	61,861 +4,646	+8%	+$81.4K	0.18%	64
2017 Q4	$1.08M	Buy	57,215 +5,904	+12%	+$112K	0.18%	60
2017 Q3	$990K	Buy	+51,311	New	+$949K	0.17%	62

Other funds holding CWEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Doyle Wealth Management's CWEN Position: Q1 2019 in Review

Doyle Wealth Management sold out of Clearway Energy Class C (CWEN) in Q1 2019, closing a stake of 60,952 shares — an estimated $1.05M sold.

Doyle Wealth Management first reported a position in CWEN in Q3 2017 and held it in 6 quarters. The position peaked at $1.27M in Q3 2018. 188 funds tracked by Wall St. Rank hold CWEN as of Q1 2019.

Doyle Wealth Management reported no remaining Clearway Energy Class C position as of Q1 2019 after selling out during the quarter.
Doyle Wealth Management sold 60,952 Clearway Energy Class C shares in Q1 2019, an estimated $1.05M.
Doyle Wealth Management first reported a position in Clearway Energy Class C in Q3 2017 and held it in 6 quarters.
Doyle Wealth Management's Clearway Energy Class C position peaked at $1.27M in Q3 2018.
188 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.