Shelter Mutual Insurance’s 8point3 Energy Partners LP CAFD Stock Holding History

Shelter Mutual Insurance’s Portfolio CAFD Stock Details CAFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-245,000	Closed	-$3.71M	–	45
2017 Q2	$3.71M	Hold	245,000	–	–	1.14%	38
2017 Q1	$3.32M	Hold	245,000	–	–	1.02%	38
2016 Q4	$3.18M	Hold	245,000	–	–	0.98%	38
2016 Q3	$3.53M	Hold	245,000	–	–	1.09%	38
2016 Q2	$3.87M	Hold	245,000	–	–	1.17%	35
2016 Q1	$3.6M	Buy	245,000 +140,000	+133%	+$2.15M	1.11%	39
2015 Q4	$1.7M	Buy	105,000 +52,500	+100%	+$705K	0.53%	40
2015 Q3	$557K	Buy	+52,500	New	+$799K	0.18%	42

Other funds holding CAFD

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

QAM

Quentec Asset Management New York $634M AUM 22.87% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BIC

Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return

Ecofin Advisors London, United Kingdom $239M AUM 45.14% 1-Year Est. Return

LPU

Lansdowne Partners (UK) London, United Kingdom $2.43B AUM 103.43% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Shelter Mutual Insurance's CAFD Position: Q3 2017 in Review

Shelter Mutual Insurance sold out of 8point3 Energy Partners LP (CAFD) in Q3 2017, closing a stake of 245,000 shares — an estimated $3.71M sold.

Shelter Mutual Insurance first reported a position in CAFD in Q3 2015 and held it in 8 quarters. The position peaked at $3.87M in Q2 2016. 78 funds tracked by Wall St. Rank hold CAFD as of Q3 2017.

Shelter Mutual Insurance reported no remaining 8point3 Energy Partners LP position as of Q3 2017 after selling out during the quarter.
Shelter Mutual Insurance sold 245,000 8point3 Energy Partners LP shares in Q3 2017, an estimated $3.71M.
Shelter Mutual Insurance first reported a position in 8point3 Energy Partners LP in Q3 2015 and held it in 8 quarters.
Shelter Mutual Insurance's 8point3 Energy Partners LP position peaked at $3.87M in Q2 2016.
78 funds tracked by Wall St. Rank held 8point3 Energy Partners LP as of Q3 2017.

Based on Shelter Mutual Insurance's 13F filing for Q3 2017, filed 3 Nov 2017.