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Gideon Capital Advisors’s Clearway Energy Class C CWEN Stock Holding History

Gideon Capital Advisors’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
Q4 		– Sell
-13,786
Closed -$266K – 315
2017
Q3 		$266K Buy
+13,786
New +$255K 0.26% 179

Other funds holding CWEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return

Gideon Capital Advisors's CWEN Position: Q4 2017 in Review

Gideon Capital Advisors sold out of Clearway Energy Class C (CWEN) in Q4 2017, closing a stake of 13,786 shares — an estimated $266K sold.

Gideon Capital Advisors first reported a position in CWEN in Q3 2017 and held it in 1 quarter. The position peaked at $266K in Q3 2017. 172 funds tracked by Wall St. Rank hold CWEN as of Q4 2017.

  • Gideon Capital Advisors reported no remaining Clearway Energy Class C position as of Q4 2017 after selling out during the quarter.
  • Gideon Capital Advisors sold 13,786 Clearway Energy Class C shares in Q4 2017, an estimated $266K.
  • Gideon Capital Advisors first reported a position in Clearway Energy Class C in Q3 2017 and held it in 1 quarter.
  • Gideon Capital Advisors's Clearway Energy Class C position peaked at $266K in Q3 2017.
  • 172 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q4 2017.

Based on Gideon Capital Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.