LFA
CAFD

Legacy Financial Advisors’s 8point3 Energy Partners LP CAFD Stock Holding History

Legacy Financial Advisors’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
-1,000
Closed -$15K – 943
2017
Q4 		$15K Buy
+1,000
New +$15K 0.01% 415

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

Legacy Financial Advisors's CAFD Position: Q1 2018 in Review

Legacy Financial Advisors sold out of 8point3 Energy Partners LP (CAFD) in Q1 2018, closing a stake of 1,000 shares — an estimated $15K sold.

Legacy Financial Advisors first reported a position in CAFD in Q4 2017 and held it in 1 quarter. The position peaked at $15K in Q4 2017. 87 funds tracked by Wall St. Rank hold CAFD as of Q1 2018.

  • Legacy Financial Advisors reported no remaining 8point3 Energy Partners LP position as of Q1 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,000 8point3 Energy Partners LP shares in Q1 2018, an estimated $15K.
  • Legacy Financial Advisors first reported a position in 8point3 Energy Partners LP in Q4 2017 and held it in 1 quarter.
  • Legacy Financial Advisors's 8point3 Energy Partners LP position peaked at $15K in Q4 2017.
  • 87 funds tracked by Wall St. Rank held 8point3 Energy Partners LP as of Q1 2018.

Based on Legacy Financial Advisors's 13F filing for Q1 2018, filed 12 Apr 2018.