NFG
CAFD

Next Financial Group’s 8point3 Energy Partners LP CAFD Stock Holding History

Next Financial Group’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
Q4 		– Sell
-225
Closed -$4K – 1698
2017
Q3 		$4K Buy
225
+7
+3% +$102 ﹤0.01% 1513
2017
Q2 		$3K Hold
218
– – ﹤0.01% 1700
2017
Q1 		$3K Buy
218
+9
+4% +$121 ﹤0.01% 1656
2016
Q4 		$3K Buy
209
+3
+1% +$41 ﹤0.01% 2126
2016
Q3 		$3K Buy
206
+3
+1% +$48 ﹤0.01% 2117
2016
Q2 		$3K Buy
203
+3
+2% +$45 ﹤0.01% 1549
2016
Q1 		$2K Buy
+200
New +$3.07K ﹤0.01% 1589

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
EA
Ecofin Advisors London, United Kingdom $239M AUM 45.14% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return
TAM
Trillium Asset Management Boston, Massachusetts $3.01B AUM 19.96% 1-Year Est. Return

Next Financial Group's CAFD Position: Q4 2017 in Review

Next Financial Group sold out of 8point3 Energy Partners LP (CAFD) in Q4 2017, closing a stake of 225 shares — an estimated $4K sold.

Next Financial Group first reported a position in CAFD in Q1 2016 and held it in 7 quarters. The position peaked at $4K in Q3 2017. 91 funds tracked by Wall St. Rank hold CAFD as of Q4 2017.

  • Next Financial Group reported no remaining 8point3 Energy Partners LP position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 225 8point3 Energy Partners LP shares in Q4 2017, an estimated $4K.
  • Next Financial Group first reported a position in 8point3 Energy Partners LP in Q1 2016 and held it in 7 quarters.
  • Next Financial Group's 8point3 Energy Partners LP position peaked at $4K in Q3 2017.
  • 91 funds tracked by Wall St. Rank held 8point3 Energy Partners LP as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.