PFGIA
CWEN icon

Patriot Financial Group Insurance Agency’s Clearway Energy Class C CWEN Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio CWEN Stock Details CWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-42
Closed -$1K – 1237
2018
Q4 		$1K Buy
+42
New +$783 ﹤0.01% 884

Other funds holding CWEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Patriot Financial Group Insurance Agency's CWEN Position: Q1 2019 in Review

Patriot Financial Group Insurance Agency sold out of Clearway Energy Class C (CWEN) in Q1 2019, closing a stake of 42 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in CWEN in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 188 funds tracked by Wall St. Rank hold CWEN as of Q1 2019.

  • Patriot Financial Group Insurance Agency reported no remaining Clearway Energy Class C position as of Q1 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 42 Clearway Energy Class C shares in Q1 2019, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Clearway Energy Class C in Q4 2018 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Clearway Energy Class C position peaked at $1K in Q4 2018.
  • 188 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q1 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2019, filed 29 Apr 2019.