FIM
CCEC

Freedom Investment Management’s Capital Clean Energy Carriers CCEC Stock Holding History

Freedom Investment Management’s Portfolio CCEC Stock Details CCEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-9,968
Closed -$146K – 795
2018
Q4 		$146K Sell
9,968
-2,180
-18% -$39.3K 0.01% 720
2018
Q3 		$247K Sell
12,148
-1,424
-10% -$29.8K 0.02% 768
2018
Q2 		$291K Buy
13,572
+784
+6% +$17.1K 0.02% 768
2018
Q1 		$279K Sell
12,788
-64
-0.5% -$1.47K 0.01% 901
2017
Q4 		$302K Sell
12,852
-106
-0.8% -$2.49K 0.02% 881
2017
Q3 		$317K Buy
12,958
+989
+8% +$25.1K 0.02% 824
2017
Q2 		$285K Buy
11,969
+798
+7% +$19.1K 0.02% 807
2017
Q1 		$279K Sell
11,171
-23
-0.2% -$546 0.02% 814
2016
Q4 		$249K Sell
11,194
-2,907
-21% -$62.5K 0.02% 774
2016
Q3 		$322K Buy
14,101
+3,246
+30% +$78.2K 0.02% 603
2016
Q2 		$226K Buy
10,855
+4,557
+72% +$95.6K 0.02% 711
2016
Q1 		$139K Buy
6,298
+4,230
+205% +$107K 0.01% 775
2015
Q4 		$80K Buy
+2,068
New +$92.1K 0.01% 756

Other funds holding CCEC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GF
Goodman Financial Houston, Texas $582M AUM 22.09% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Freedom Investment Management's CCEC Position: Q1 2019 in Review

Freedom Investment Management sold out of Capital Clean Energy Carriers (CCEC) in Q1 2019, closing a stake of 9,968 shares — an estimated $146K sold.

Freedom Investment Management first reported a position in CCEC in Q4 2015 and held it in 13 quarters. The position peaked at $322K in Q3 2016. 52 funds tracked by Wall St. Rank hold CCEC as of Q1 2019.

  • Freedom Investment Management reported no remaining Capital Clean Energy Carriers position as of Q1 2019 after selling out during the quarter.
  • Freedom Investment Management sold 9,968 Capital Clean Energy Carriers shares in Q1 2019, an estimated $146K.
  • Freedom Investment Management first reported a position in Capital Clean Energy Carriers in Q4 2015 and held it in 13 quarters.
  • Freedom Investment Management's Capital Clean Energy Carriers position peaked at $322K in Q3 2016.
  • 52 funds tracked by Wall St. Rank held Capital Clean Energy Carriers as of Q1 2019.

Based on Freedom Investment Management's 13F filing for Q1 2019, filed 18 Apr 2019.