NFG
CWEN.A

Next Financial Group’s Clearway Energy Class A CWEN.A Stock Holding History

Next Financial Group’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
2016
Q4 		– Sell
-59
Closed -$1K – 2392
2016
Q3 		$1K Sell
59
-50
-46% -$826 ﹤0.01% 2255
2016
Q2 		$1K Hold
109
– – ﹤0.01% 1650
2016
Q1 		$1K Hold
109
– – ﹤0.01% 1615
2015
Q4 		$1K Buy
109
+9
+9% +$123 ﹤0.01% 1664
2015
Q3 		$1K Sell
100
-50
-33% -$855 ﹤0.01% 1693
2015
Q2 		$3K Buy
+150
New +$3.69K ﹤0.01% 1588

Other funds holding CWEN.A

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
EA
Ecofin Advisors London, United Kingdom $239M AUM 45.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Next Financial Group's CWEN.A Position: Q4 2016 in Review

Next Financial Group sold out of Clearway Energy Class A (CWEN.A) in Q4 2016, closing a stake of 59 shares — an estimated $1K sold.

Next Financial Group first reported a position in CWEN.A in Q2 2015 and held it in 6 quarters. The position peaked at $3K in Q2 2015. 136 funds tracked by Wall St. Rank hold CWEN.A as of Q4 2016.

  • Next Financial Group reported no remaining Clearway Energy Class A position as of Q4 2016 after selling out during the quarter.
  • Next Financial Group sold 59 Clearway Energy Class A shares in Q4 2016, an estimated $1K.
  • Next Financial Group first reported a position in Clearway Energy Class A in Q2 2015 and held it in 6 quarters.
  • Next Financial Group's Clearway Energy Class A position peaked at $3K in Q2 2015.
  • 136 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q4 2016.

Based on Next Financial Group's 13F filing for Q4 2016, filed 2 Feb 2017.