EWM
CAFD

Evercore Wealth Management’s 8point3 Energy Partners LP CAFD Stock Holding History

Evercore Wealth 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
2017
Q2 		– Sell
-955
Closed -$13K – 1066
2017
Q1 		$13K Sell
955
-780
-45% -$10.5K ﹤0.01% 810
2016
Q4 		$23K Sell
1,735
-580
-25% -$7.94K ﹤0.01% 735
2016
Q3 		$33K Hold
2,315
– – ﹤0.01% 691
2016
Q2 		$37K Buy
2,315
+890
+62% +$13.2K ﹤0.01% 643
2016
Q1 		$21K Hold
1,425
– – ﹤0.01% 721
2015
Q4 		$23K Buy
+1,425
New +$19.1K ﹤0.01% 743

Other funds holding CAFD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
QAM
Quentec Asset Management New York $634M AUM 22.87% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return

Evercore Wealth Management's CAFD Position: Q2 2017 in Review

Evercore Wealth Management sold out of 8point3 Energy Partners LP (CAFD) in Q2 2017, closing a stake of 955 shares — an estimated $13K sold.

Evercore Wealth Management first reported a position in CAFD in Q4 2015 and held it in 6 quarters. The position peaked at $37K in Q2 2016. 77 funds tracked by Wall St. Rank hold CAFD as of Q2 2017.

  • Evercore Wealth Management reported no remaining 8point3 Energy Partners LP position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 955 8point3 Energy Partners LP shares in Q2 2017, an estimated $13K.
  • Evercore Wealth Management first reported a position in 8point3 Energy Partners LP in Q4 2015 and held it in 6 quarters.
  • Evercore Wealth Management's 8point3 Energy Partners LP position peaked at $37K in Q2 2016.
  • 77 funds tracked by Wall St. Rank held 8point3 Energy Partners LP as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.