HR
CAFD

Howe & Rusling’s 8point3 Energy Partners LP CAFD Stock Holding History

Howe & Rusling’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
2015
Q4 		– Sell
-179
Closed -$2K – 1119
2015
Q3 		$2K Buy
179
+21
+13% +$320 ﹤0.01% 874
2015
Q2 		$3K Buy
+158
New +$3.15K ﹤0.01% 822

Other funds holding CAFD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OIM
Oceanic Investment Management Douglas, Isle Of Man $118M AUM
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
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
EA
Ecofin Advisors London, United Kingdom $239M AUM 45.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Howe & Rusling's CAFD Position: Q4 2015 in Review

Howe & Rusling sold out of 8point3 Energy Partners LP (CAFD) in Q4 2015, closing a stake of 179 shares — an estimated $2K sold.

Howe & Rusling first reported a position in CAFD in Q2 2015 and held it in 2 quarters. The position peaked at $3K in Q2 2015. 65 funds tracked by Wall St. Rank hold CAFD as of Q4 2015.

  • Howe & Rusling reported no remaining 8point3 Energy Partners LP position as of Q4 2015 after selling out during the quarter.
  • Howe & Rusling sold 179 8point3 Energy Partners LP shares in Q4 2015, an estimated $2K.
  • Howe & Rusling first reported a position in 8point3 Energy Partners LP in Q2 2015 and held it in 2 quarters.
  • Howe & Rusling's 8point3 Energy Partners LP position peaked at $3K in Q2 2015.
  • 65 funds tracked by Wall St. Rank held 8point3 Energy Partners LP as of Q4 2015.

Based on Howe & Rusling's 13F filing for Q4 2015, filed 11 Feb 2016.