IWM
CWEN.A

IHT Wealth Management’s Clearway Energy Class A CWEN.A Stock Holding History

IHT Wealth Management’s Portfolio CWEN.A Stock Details CWEN.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-56
Closed -$1K – 1703
2017
Q4 		$1K Buy
+56
New +$1.05K ﹤0.01% 1565
2017
Q2 		– Sell
-50
Closed -$1K – 1415
2017
Q1 		$1K Hold
50
– – ﹤0.01% 1150
2016
Q4 		$1K Buy
+50
New +$752 ﹤0.01% 1098

Other funds holding CWEN.A

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

IHT Wealth Management's CWEN.A Position: Q1 2018 in Review

IHT Wealth Management sold out of Clearway Energy Class A (CWEN.A) in Q1 2018, closing a stake of 56 shares — an estimated $1K sold.

IHT Wealth Management first reported a position in CWEN.A in Q4 2016 and held it in 3 quarters. The position peaked at $1K in Q4 2017. 129 funds tracked by Wall St. Rank hold CWEN.A as of Q1 2018.

  • IHT Wealth Management reported no remaining Clearway Energy Class A position as of Q1 2018 after selling out during the quarter.
  • IHT Wealth Management sold 56 Clearway Energy Class A shares in Q1 2018, an estimated $1K.
  • IHT Wealth Management first reported a position in Clearway Energy Class A in Q4 2016 and held it in 3 quarters.
  • IHT Wealth Management's Clearway Energy Class A position peaked at $1K in Q4 2017.
  • 129 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q1 2018.

Based on IHT Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.