GBT
CAFD

Grove Bank & Trust’s 8point3 Energy Partners LP CAFD Stock Holding History

Grove Bank & Trust’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
2018
Q1 		– Sell
-400
Closed -$6K – 511
2017
Q4 		$6K Hold
400
– – ﹤0.01% 479
2017
Q3 		$6K Hold
400
– – ﹤0.01% 517
2017
Q2 		$6K Buy
+400
New +$5.28K ﹤0.01% 549

Other funds holding CAFD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EA
Ecofin Advisors London, United Kingdom $239M AUM 45.14% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAM
Trillium Asset Management Boston, Massachusetts $3.01B AUM 19.96% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return

Grove Bank & Trust's CAFD Position: Q1 2018 in Review

Grove Bank & Trust sold out of 8point3 Energy Partners LP (CAFD) in Q1 2018, closing a stake of 400 shares — an estimated $6K sold.

Grove Bank & Trust first reported a position in CAFD in Q2 2017 and held it in 3 quarters. The position peaked at $6K in Q4 2017. 87 funds tracked by Wall St. Rank hold CAFD as of Q1 2018.

  • Grove Bank & Trust reported no remaining 8point3 Energy Partners LP position as of Q1 2018 after selling out during the quarter.
  • Grove Bank & Trust sold 400 8point3 Energy Partners LP shares in Q1 2018, an estimated $6K.
  • Grove Bank & Trust first reported a position in 8point3 Energy Partners LP in Q2 2017 and held it in 3 quarters.
  • Grove Bank & Trust's 8point3 Energy Partners LP position peaked at $6K in Q4 2017.
  • 87 funds tracked by Wall St. Rank held 8point3 Energy Partners LP as of Q1 2018.

Based on Grove Bank & Trust's 13F filing for Q1 2018, filed 7 May 2018.