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Financial Gravity Companies’s Clearway Energy Class C CWEN Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$288K Buy
+19,029
New +$355K 0.26% 74
2018
Q1 		$152K Sell
8,518
-817
-9% -$14.3K 0.16% 137
2017
Q4 		$176K Buy
+9,335
New +$177K 0.2% 97

Other funds holding CWEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Financial Gravity Companies's CWEN Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Clearway Energy Class C (CWEN) in Q4 2018: 19,029 shares worth $288K. The stake represents 0.26% of the portfolio and ranks #74 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CWEN as recently as Q1 2018.

Financial Gravity Companies first reported a position in CWEN in Q4 2017 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold CWEN as of Q4 2018.

  • Financial Gravity Companies held 19,029 shares of Clearway Energy Class C worth $288K as of Q4 2018.
  • Clearway Energy Class C was a new Financial Gravity Companies position in Q4 2018.
  • Clearway Energy Class C made up 0.26% of Financial Gravity Companies's portfolio in Q4 2018, its #74 holding.
  • Financial Gravity Companies first reported a position in Clearway Energy Class C in Q4 2017 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.