Personal Wealth Partners’s Capital Clean Energy Carriers CCEC Stock Holding History

Personal Wealth Partners’s Portfolio CCEC Stock Details CCEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-714	Closed	-$9K	–	418
2021 Q2	$9K	Buy	+714	New	+$8.78K	﹤0.01%	281
2020 Q1	–	Sell	-714	Closed	-$10K	–	652
2019 Q4	$10K	Hold	714	–	–	﹤0.01%	235
2019 Q3	$8K	Hold	714	–	–	﹤0.01%	255
2019 Q2	$7K	Buy	+714	New	+$7.57K	﹤0.01%	234

Other funds holding CCEC

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

Personal Wealth Partners's CCEC Position: Q3 2021 in Review

Personal Wealth Partners sold out of Capital Clean Energy Carriers (CCEC) in Q3 2021, closing a stake of 714 shares — an estimated $9K sold.

Personal Wealth Partners first reported a position in CCEC in Q2 2019 and held it in 4 quarters. The position peaked at $10K in Q4 2019. 48 funds tracked by Wall St. Rank hold CCEC as of Q3 2021.

Personal Wealth Partners reported no remaining Capital Clean Energy Carriers position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 714 Capital Clean Energy Carriers shares in Q3 2021, an estimated $9K.
Personal Wealth Partners first reported a position in Capital Clean Energy Carriers in Q2 2019 and held it in 4 quarters.
Personal Wealth Partners's Capital Clean Energy Carriers position peaked at $10K in Q4 2019.
48 funds tracked by Wall St. Rank held Capital Clean Energy Carriers as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.