MFW
CWEN.A

Mosaic Family Wealth’s Clearway Energy Class A CWEN.A Stock Holding History

Mosaic Family Wealth’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
Q3 		– Sell
-195
Closed -$3K – 923
2017
Q2 		$3K Hold
195
– – ﹤0.01% 634
2017
Q1 		$3K Buy
+195
New +$3.2K ﹤0.01% 642

Other funds holding CWEN.A

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
EA
Ecofin Advisors London, United Kingdom $239M AUM 45.14% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mosaic Family Wealth's CWEN.A Position: Q3 2017 in Review

Mosaic Family Wealth sold out of Clearway Energy Class A (CWEN.A) in Q3 2017, closing a stake of 195 shares — an estimated $3K sold.

Mosaic Family Wealth first reported a position in CWEN.A in Q1 2017 and held it in 2 quarters. The position peaked at $3K in Q2 2017. 120 funds tracked by Wall St. Rank hold CWEN.A as of Q3 2017.

  • Mosaic Family Wealth reported no remaining Clearway Energy Class A position as of Q3 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 195 Clearway Energy Class A shares in Q3 2017, an estimated $3K.
  • Mosaic Family Wealth first reported a position in Clearway Energy Class A in Q1 2017 and held it in 2 quarters.
  • Mosaic Family Wealth's Clearway Energy Class A position peaked at $3K in Q2 2017.
  • 120 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q3 2017.

Based on Mosaic Family Wealth's 13F filing for Q3 2017, filed 27 Oct 2017.