EIM
CAFD

Essex Investment Management’s 8point3 Energy Partners LP CAFD Stock Holding History

Essex Investment Management’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
2016
Q4 		– Sell
-62,757
Closed -$904K – 398
2016
Q3 		$904K Hold
62,757
– – 0.15% 177
2016
Q2 		$992K Sell
62,757
-6,793
-10% -$101K 0.17% 138
2016
Q1 		$1.02M Sell
69,550
-11,727
-14% -$180K 0.18% 127
2015
Q4 		$1.31M Buy
81,277
+13,942
+21% +$187K 0.21% 117
2015
Q3 		$714K Buy
+67,335
New +$1.02M 0.12% 177

Other funds holding CAFD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
QAM
Quentec Asset Management New York $634M AUM 22.87% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
EA
Ecofin Advisors London, United Kingdom $239M AUM 45.14% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
TAM
Trillium Asset Management Boston, Massachusetts $3.25B AUM 23.6% 1-Year Est. Return

Essex Investment Management's CAFD Position: Q4 2016 in Review

Essex Investment Management sold out of 8point3 Energy Partners LP (CAFD) in Q4 2016, closing a stake of 62,757 shares — an estimated $904K sold.

Essex Investment Management first reported a position in CAFD in Q3 2015 and held it in 5 quarters. The position peaked at $1.31M in Q4 2015. 78 funds tracked by Wall St. Rank hold CAFD as of Q4 2016.

  • Essex Investment Management reported no remaining 8point3 Energy Partners LP position as of Q4 2016 after selling out during the quarter.
  • Essex Investment Management sold 62,757 8point3 Energy Partners LP shares in Q4 2016, an estimated $904K.
  • Essex Investment Management first reported a position in 8point3 Energy Partners LP in Q3 2015 and held it in 5 quarters.
  • Essex Investment Management's 8point3 Energy Partners LP position peaked at $1.31M in Q4 2015.
  • 78 funds tracked by Wall St. Rank held 8point3 Energy Partners LP as of Q4 2016.

Based on Essex Investment Management's 13F filing for Q4 2016, filed 8 Feb 2017.