Essex Savings Bank’s Clearway Energy Class C CWEN Stock Holding History

Essex Savings Bank’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 Q3	–	Sell	-1,000	Closed	-$16K	–	273
2019 Q2	$16K	Buy	1,000 +500	+100%	+$7.89K	0.01%	603
2019 Q1	$8K	Hold	500	–	–	﹤0.01%	514
2018 Q4	$9K	Buy	+500	New	+$9.32K	0.01%	517

Other funds holding CWEN

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

AMH

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

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 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

CCP

Cyrus Capital Partners New York $196M AUM 123.68% 1-Year Est. Return

Essex Savings Bank's CWEN Position: Q3 2019 in Review

Essex Savings Bank sold out of Clearway Energy Class C (CWEN) in Q3 2019, closing a stake of 1,000 shares — an estimated $16K sold.

Essex Savings Bank first reported a position in CWEN in Q4 2018 and held it in 3 quarters. The position peaked at $16K in Q2 2019. 155 funds tracked by Wall St. Rank hold CWEN as of Q3 2019.

Essex Savings Bank reported no remaining Clearway Energy Class C position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 1,000 Clearway Energy Class C shares in Q3 2019, an estimated $16K.
Essex Savings Bank first reported a position in Clearway Energy Class C in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's Clearway Energy Class C position peaked at $16K in Q2 2019.
155 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.