Luzich Partners’s Atlantica Sustainable Infrastructure plc Ordinary Shares AY Stock Holding History

Luzich Partners’s Portfolio AY Stock Details AY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-260,946	Closed	-$5.11M	–	15
2018 Q1	$5.11M	Sell	260,946 -41,340	-14%	-$839K	5.01%	9
2017 Q4	$6.41M	Sell	302,286 -392,018	-56%	-$8.56M	5.23%	10
2017 Q3	$13.7M	Hold	694,304	–	–	11.52%	2
2017 Q2	$14.8M	Hold	694,304	–	–	14.58%	1
2017 Q1	$14.6M	Hold	694,304	–	–	13.49%	1
2016 Q4	$13.4M	Buy	+694,304	New	+$12.7M	12.25%	2

Other funds holding AY

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

Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

MAM

Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Luzich Partners's AY Position: Q2 2018 in Review

Luzich Partners sold out of Atlantica Sustainable Infrastructure plc Ordinary Shares (AY) in Q2 2018, closing a stake of 260,946 shares — an estimated $5.11M sold.

Luzich Partners first reported a position in AY in Q4 2016 and held it in 6 quarters. The position peaked at $14.8M in Q2 2017. 106 funds tracked by Wall St. Rank hold AY as of Q2 2018.

Luzich Partners reported no remaining Atlantica Sustainable Infrastructure plc Ordinary Shares position as of Q2 2018 after selling out during the quarter.
Luzich Partners sold 260,946 Atlantica Sustainable Infrastructure plc Ordinary Shares shares in Q2 2018, an estimated $5.11M.
Luzich Partners first reported a position in Atlantica Sustainable Infrastructure plc Ordinary Shares in Q4 2016 and held it in 6 quarters.
Luzich Partners's Atlantica Sustainable Infrastructure plc Ordinary Shares position peaked at $14.8M in Q2 2017.
106 funds tracked by Wall St. Rank held Atlantica Sustainable Infrastructure plc Ordinary Shares as of Q2 2018.

Based on Luzich Partners's 13F filing for Q2 2018, filed 7 Aug 2018.