SBL
CWEN.A

Sargent Bickham Lagudis’s Clearway Energy Class A CWEN.A Stock Holding History

Sargent Bickham Lagudis’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
2017
Q4 		– Sell
-700
Closed -$13K – 795
2017
Q3 		$13K Buy
+700
New +$12.7K ﹤0.01% 566

Other funds holding CWEN.A

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EA
Ecofin Advisors London, United Kingdom $239M AUM 45.14% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Sargent Bickham Lagudis's CWEN.A Position: Q4 2017 in Review

Sargent Bickham Lagudis sold out of Clearway Energy Class A (CWEN.A) in Q4 2017, closing a stake of 700 shares — an estimated $13K sold.

Sargent Bickham Lagudis first reported a position in CWEN.A in Q3 2017 and held it in 1 quarter. The position peaked at $13K in Q3 2017. 131 funds tracked by Wall St. Rank hold CWEN.A as of Q4 2017.

  • Sargent Bickham Lagudis reported no remaining Clearway Energy Class A position as of Q4 2017 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 700 Clearway Energy Class A shares in Q4 2017, an estimated $13K.
  • Sargent Bickham Lagudis first reported a position in Clearway Energy Class A in Q3 2017 and held it in 1 quarter.
  • Sargent Bickham Lagudis's Clearway Energy Class A position peaked at $13K in Q3 2017.
  • 131 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q4 2017.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2017, filed 13 Sep 2021.