Morgan Stanley
CAFD

Morgan Stanley’s 8point3 Energy Partners LP CAFD Stock Holding History

Morgan Stanley’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
Q2 		– Sell
-13,605
Closed -$165K – 6870
2018
Q1 		$165K Sell
13,605
-44,029
-76% -$583K ﹤0.01% 5544
2017
Q4 		$877K Sell
57,634
-36,161
-39% -$544K ﹤0.01% 4629
2017
Q3 		$1.41M Buy
93,795
+14,328
+18% +$208K ﹤0.01% 4185
2017
Q2 		$1.2M Buy
79,467
+57,538
+262% +$760K ﹤0.01% 4239
2017
Q1 		$297K Sell
21,929
-27,276
-55% -$366K ﹤0.01% 5121
2016
Q4 		$637K Sell
49,205
-35,786
-42% -$490K ﹤0.01% 4769
2016
Q3 		$1.22M Buy
84,991
+43,193
+103% +$684K ﹤0.01% 3888
2016
Q2 		$660K Buy
41,798
+2,190
+6% +$32.5K ﹤0.01% 4273
2016
Q1 		$582K Buy
39,608
+4,656
+13% +$71.4K ﹤0.01% 4330
2015
Q4 		$564K Sell
34,952
-89,697
-72% -$1.2M ﹤0.01% 4458
2015
Q3 		$1.32M Buy
124,649
+104,292
+512% +$1.59M ﹤0.01% 3874
2015
Q2 		$379K Buy
+20,357
New +$406K ﹤0.01% 4903

Other funds holding CAFD

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Morgan Stanley's CAFD Position: Q2 2018 in Review

Morgan Stanley sold out of 8point3 Energy Partners LP (CAFD) in Q2 2018, closing a stake of 13,605 shares — an estimated $165K sold.

Morgan Stanley first reported a position in CAFD in Q2 2015 and held it in 12 quarters. The position peaked at $1.41M in Q3 2017. 2 funds tracked by Wall St. Rank hold CAFD as of Q2 2018.

  • Morgan Stanley reported no remaining 8point3 Energy Partners LP position as of Q2 2018 after selling out during the quarter.
  • Morgan Stanley sold 13,605 8point3 Energy Partners LP shares in Q2 2018, an estimated $165K.
  • Morgan Stanley first reported a position in 8point3 Energy Partners LP in Q2 2015 and held it in 12 quarters.
  • Morgan Stanley's 8point3 Energy Partners LP position peaked at $1.41M in Q3 2017.
  • 2 funds tracked by Wall St. Rank held 8point3 Energy Partners LP as of Q2 2018.

Based on Morgan Stanley's 13F filing for Q2 2018, filed 14 Aug 2018.