Money Concepts Capital’s Capital Clean Energy Carriers CCEC Stock Holding History

Money Concepts Capital’s Portfolio CCEC Stock Details CCEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,550	Closed	-$21.2K	–	2999
2022 Q4	$21.2K	Hold	1,550	–	–	﹤0.01%	1650
2022 Q3	$21K	Hold	1,550	–	–	﹤0.01%	907
2022 Q2	$23K	Hold	1,550	–	–	﹤0.01%	860
2022 Q1	$28K	Buy	+1,550	New	+$24.5K	﹤0.01%	1470

Other funds holding CCEC

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Money Concepts Capital's CCEC Position: Q1 2023 in Review

Money Concepts Capital sold out of Capital Clean Energy Carriers (CCEC) in Q1 2023, closing a stake of 1,550 shares — an estimated $21.2K sold.

Money Concepts Capital first reported a position in CCEC in Q1 2022 and held it in 4 quarters. The position peaked at $28K in Q1 2022. 27 funds tracked by Wall St. Rank hold CCEC as of Q1 2023.

Money Concepts Capital reported no remaining Capital Clean Energy Carriers position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 1,550 Capital Clean Energy Carriers shares in Q1 2023, an estimated $21.2K.
Money Concepts Capital first reported a position in Capital Clean Energy Carriers in Q1 2022 and held it in 4 quarters.
Money Concepts Capital's Capital Clean Energy Carriers position peaked at $28K in Q1 2022.
27 funds tracked by Wall St. Rank held Capital Clean Energy Carriers as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.