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First Personal Financial Services’s Clearway Energy Class C CWEN Stock Holding History

First Personal Financial Services’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
2017
Q1 		– Sell
-192
Closed -$3K – 888
2016
Q4 		$3K Hold
192
– – ﹤0.01% 857
2016
Q3 		$3K Buy
+192
New +$3.3K ﹤0.01% 740

Other funds holding CWEN

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Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return

First Personal Financial Services's CWEN Position: Q1 2017 in Review

First Personal Financial Services sold out of Clearway Energy Class C (CWEN) in Q1 2017, closing a stake of 192 shares — an estimated $3K sold.

First Personal Financial Services first reported a position in CWEN in Q3 2016 and held it in 2 quarters. The position peaked at $3K in Q4 2016. 144 funds tracked by Wall St. Rank hold CWEN as of Q1 2017.

  • First Personal Financial Services reported no remaining Clearway Energy Class C position as of Q1 2017 after selling out during the quarter.
  • First Personal Financial Services sold 192 Clearway Energy Class C shares in Q1 2017, an estimated $3K.
  • First Personal Financial Services first reported a position in Clearway Energy Class C in Q3 2016 and held it in 2 quarters.
  • First Personal Financial Services's Clearway Energy Class C position peaked at $3K in Q4 2016.
  • 144 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2017.

Based on First Personal Financial Services's 13F filing for Q1 2017, filed 5 May 2017.