Sheaff Brock Investment Advisors’s Capital Clean Energy Carriers CCEC Stock Holding History

Sheaff Brock Investment Advisors’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
2019 Q1	–	Sell	-3,111	Closed	-$46K	–	524
2018 Q4	$46K	Sell	3,111 -86	-3%	-$1.55K	0.01%	456
2018 Q3	$62K	Buy	3,197 +879	+38%	+$18.4K	0.01%	505
2018 Q2	$50K	Sell	2,318 -857	-27%	-$18.7K	﹤0.01%	525
2018 Q1	$69K	Hold	3,175	–	–	0.01%	531
2017 Q4	$75K	Hold	3,175	–	–	0.01%	509
2017 Q3	$78K	Hold	3,175	–	–	0.01%	544
2017 Q2	$76K	Hold	3,175	–	–	0.01%	580
2017 Q1	$79K	Sell	3,175 -714	-18%	-$17K	0.01%	572
2016 Q4	$87K	Hold	3,889	–	–	0.01%	579
2016 Q3	$89K	Buy	3,889 +643	+20%	+$15.5K	0.01%	524
2016 Q2	$68K	Buy	3,246 +321	+11%	+$6.73K	0.01%	559
2016 Q1	$65K	Buy	2,925 +711	+32%	+$18K	0.01%	575
2015 Q4	$86K	Buy	+2,214	New	+$98.6K	0.01%	592

Other funds holding CCEC

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goodman Financial Houston, Texas $582M AUM 22.09% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Sheaff Brock Investment Advisors's CCEC Position: Q1 2019 in Review

Sheaff Brock Investment Advisors sold out of Capital Clean Energy Carriers (CCEC) in Q1 2019, closing a stake of 3,111 shares — an estimated $46K sold.

Sheaff Brock Investment Advisors first reported a position in CCEC in Q4 2015 and held it in 13 quarters. The position peaked at $89K in Q3 2016. 52 funds tracked by Wall St. Rank hold CCEC as of Q1 2019.

Sheaff Brock Investment Advisors reported no remaining Capital Clean Energy Carriers position as of Q1 2019 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 3,111 Capital Clean Energy Carriers shares in Q1 2019, an estimated $46K.
Sheaff Brock Investment Advisors first reported a position in Capital Clean Energy Carriers in Q4 2015 and held it in 13 quarters.
Sheaff Brock Investment Advisors's Capital Clean Energy Carriers position peaked at $89K in Q3 2016.
52 funds tracked by Wall St. Rank held Capital Clean Energy Carriers as of Q1 2019.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2019, filed 29 Apr 2019.