NPIC
CAFD

Neumeier Poma Investment Counsel’s 8point3 Energy Partners LP CAFD Stock Holding History

Neumeier Poma Investment Counsel’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
2017
Q1 		– Sell
-92,050
Closed -$1.2M – 40
2016
Q4 		$1.2M Sell
92,050
-700
-0.8% -$9.59K 0.16% 38
2016
Q3 		$1.34M Hold
92,750
– – 0.2% 39
2016
Q2 		$1.47M Hold
92,750
– – 0.23% 43
2016
Q1 		$1.36M Buy
92,750
+1,250
+1% +$19.2K 0.22% 41
2015
Q4 		$1.48M Buy
+91,500
New +$1.23M 0.26% 39

Other funds holding CAFD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
QAM
Quentec Asset Management New York $634M AUM 22.87% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
TAM
Trillium Asset Management Boston, Massachusetts $3.01B AUM 19.96% 1-Year Est. Return

Neumeier Poma Investment Counsel's CAFD Position: Q1 2017 in Review

Neumeier Poma Investment Counsel sold out of 8point3 Energy Partners LP (CAFD) in Q1 2017, closing a stake of 92,050 shares — an estimated $1.2M sold.

Neumeier Poma Investment Counsel first reported a position in CAFD in Q4 2015 and held it in 5 quarters. The position peaked at $1.48M in Q4 2015. 79 funds tracked by Wall St. Rank hold CAFD as of Q1 2017.

  • Neumeier Poma Investment Counsel reported no remaining 8point3 Energy Partners LP position as of Q1 2017 after selling out during the quarter.
  • Neumeier Poma Investment Counsel sold 92,050 8point3 Energy Partners LP shares in Q1 2017, an estimated $1.2M.
  • Neumeier Poma Investment Counsel first reported a position in 8point3 Energy Partners LP in Q4 2015 and held it in 5 quarters.
  • Neumeier Poma Investment Counsel's 8point3 Energy Partners LP position peaked at $1.48M in Q4 2015.
  • 79 funds tracked by Wall St. Rank held 8point3 Energy Partners LP as of Q1 2017.

Based on Neumeier Poma Investment Counsel's 13F filing for Q1 2017, filed 11 May 2017.