FM
CAFD

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

Forward 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
-68,970
Closed -$993K – 248
2016
Q3 		$993K Buy
+68,970
New +$1.09M 0.08% 111
2015
Q3 		– Sell
-32,300
Closed -$601K – 323
2015
Q2 		$601K Buy
+32,300
New +$644K 0.04% 242

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 $3.01B AUM 19.96% 1-Year Est. Return

Forward Management's CAFD Position: Q4 2016 in Review

Forward Management sold out of 8point3 Energy Partners LP (CAFD) in Q4 2016, closing a stake of 68,970 shares — an estimated $993K sold.

Forward Management first reported a position in CAFD in Q2 2015 and held it in 2 quarters. The position peaked at $993K in Q3 2016. 78 funds tracked by Wall St. Rank hold CAFD as of Q4 2016.

  • Forward Management reported no remaining 8point3 Energy Partners LP position as of Q4 2016 after selling out during the quarter.
  • Forward Management sold 68,970 8point3 Energy Partners LP shares in Q4 2016, an estimated $993K.
  • Forward Management first reported a position in 8point3 Energy Partners LP in Q2 2015 and held it in 2 quarters.
  • Forward Management's 8point3 Energy Partners LP position peaked at $993K in Q3 2016.
  • 78 funds tracked by Wall St. Rank held 8point3 Energy Partners LP as of Q4 2016.

Based on Forward Management's 13F filing for Q4 2016, filed 2 Feb 2017.