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Edge Wealth Management’s Capital Clean Energy Carriers CCEC Stock Holding History

Edge Wealth Management’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
2013
Q4 		– Sell
-186
Closed -$12K – 375
2013
Q3 		$12K Buy
+186
New +$12K 0.01% 233

Other funds holding CCEC

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Edge Wealth Management's CCEC Position: Q4 2013 in Review

Edge Wealth Management sold out of Capital Clean Energy Carriers (CCEC) in Q4 2013, closing a stake of 186 shares — an estimated $12K sold.

Edge Wealth Management first reported a position in CCEC in Q3 2013 and held it in 1 quarter. The position peaked at $12K in Q3 2013. 68 funds tracked by Wall St. Rank hold CCEC as of Q4 2013.

  • Edge Wealth Management reported no remaining Capital Clean Energy Carriers position as of Q4 2013 after selling out during the quarter.
  • Edge Wealth Management sold 186 Capital Clean Energy Carriers shares in Q4 2013, an estimated $12K.
  • Edge Wealth Management first reported a position in Capital Clean Energy Carriers in Q3 2013 and held it in 1 quarter.
  • Edge Wealth Management's Capital Clean Energy Carriers position peaked at $12K in Q3 2013.
  • 68 funds tracked by Wall St. Rank held Capital Clean Energy Carriers as of Q4 2013.

Based on Edge Wealth Management's 13F filing for Q4 2013, filed 16 Jan 2014.