IWMPD
CAFD

Integrated Wealth Management (Palm Desert)’s 8point3 Energy Partners LP CAFD Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-200
Closed -$3K – 1192
2016
Q3 		$3K Hold
200
– – ﹤0.01% 1031
2016
Q2 		$3K Buy
+200
New +$2.97K ﹤0.01% 1031
2015
Q3 		– Sell
-75
Closed -$1K – 1428
2015
Q2 		$1K Buy
+75
New +$1.5K ﹤0.01% 1312

Other funds holding CAFD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
QAM
Quentec Asset Management New York $634M AUM 22.87% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
EA
Ecofin Advisors London, United Kingdom $239M AUM 45.14% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return
TAM
Trillium Asset Management Boston, Massachusetts $3.25B AUM 23.6% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s CAFD Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of 8point3 Energy Partners LP (CAFD) in Q4 2016, closing a stake of 200 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CAFD in Q2 2015 and held it in 3 quarters. The position peaked at $3K in Q3 2016. 78 funds tracked by Wall St. Rank hold CAFD as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining 8point3 Energy Partners LP position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 200 8point3 Energy Partners LP shares in Q4 2016, an estimated $3K.
  • Integrated Wealth Management (Palm Desert) first reported a position in 8point3 Energy Partners LP in Q2 2015 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s 8point3 Energy Partners LP position peaked at $3K in Q3 2016.
  • 78 funds tracked by Wall St. Rank held 8point3 Energy Partners LP as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.