LA
CWEN.A

Lucus Advisors’s Clearway Energy Class A CWEN.A Stock Holding History

Lucus Advisors’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
2017
Q2 		– Sell
-11,202
Closed -$195K – 204
2017
Q1 		$195K Buy
+11,202
New +$184K 0.18% 196

Other funds holding CWEN.A

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
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
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
EA
Ecofin Advisors London, United Kingdom $239M AUM 45.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Lucus Advisors's CWEN.A Position: Q2 2017 in Review

Lucus Advisors sold out of Clearway Energy Class A (CWEN.A) in Q2 2017, closing a stake of 11,202 shares — an estimated $195K sold.

Lucus Advisors first reported a position in CWEN.A in Q1 2017 and held it in 1 quarter. The position peaked at $195K in Q1 2017. 130 funds tracked by Wall St. Rank hold CWEN.A as of Q2 2017.

  • Lucus Advisors reported no remaining Clearway Energy Class A position as of Q2 2017 after selling out during the quarter.
  • Lucus Advisors sold 11,202 Clearway Energy Class A shares in Q2 2017, an estimated $195K.
  • Lucus Advisors first reported a position in Clearway Energy Class A in Q1 2017 and held it in 1 quarter.
  • Lucus Advisors's Clearway Energy Class A position peaked at $195K in Q1 2017.
  • 130 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q2 2017.

Based on Lucus Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.