Lake Street Advisors Group’s Clearway Energy Class C CWEN Stock Holding History

Lake Street Advisors Group’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
2018 Q4	–	Sell	-15,000	Closed	-$300K	–	205
2018 Q3	$300K	Sell	15,000 -3,830	-20%	-$73.1K	0.03%	137
2018 Q2	$324K	Buy	+18,830	New	+$330K	0.03%	211

Other funds holding CWEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lake Street Advisors Group's CWEN Position: Q4 2018 in Review

Lake Street Advisors Group sold out of Clearway Energy Class C (CWEN) in Q4 2018, closing a stake of 15,000 shares — an estimated $300K sold.

Lake Street Advisors Group first reported a position in CWEN in Q2 2018 and held it in 2 quarters. The position peaked at $324K in Q2 2018. 191 funds tracked by Wall St. Rank hold CWEN as of Q4 2018.

Lake Street Advisors Group reported no remaining Clearway Energy Class C position as of Q4 2018 after selling out during the quarter.
Lake Street Advisors Group sold 15,000 Clearway Energy Class C shares in Q4 2018, an estimated $300K.
Lake Street Advisors Group first reported a position in Clearway Energy Class C in Q2 2018 and held it in 2 quarters.
Lake Street Advisors Group's Clearway Energy Class C position peaked at $324K in Q2 2018.
191 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q4 2018.

Based on Lake Street Advisors Group's 13F filing for Q4 2018, filed 14 Feb 2019.