SWP
CWEN.A

Stratos Wealth Partners’s Clearway Energy Class A CWEN.A Stock Holding History

Stratos Wealth Partners’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
2015
Q4 		– Sell
-11,842
Closed -$132K – 597
2015
Q3 		$132K Sell
11,842
-309
-3% -$5.29K 0.02% 506
2015
Q2 		$267K Buy
+12,151
New +$299K 0.03% 397

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EA
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Massachusetts Financial Services
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SCM
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stratos Wealth Partners's CWEN.A Position: Q4 2015 in Review

Stratos Wealth Partners sold out of Clearway Energy Class A (CWEN.A) in Q4 2015, closing a stake of 11,842 shares — an estimated $132K sold.

Stratos Wealth Partners first reported a position in CWEN.A in Q2 2015 and held it in 2 quarters. The position peaked at $267K in Q2 2015. 119 funds tracked by Wall St. Rank hold CWEN.A as of Q4 2015.

  • Stratos Wealth Partners reported no remaining Clearway Energy Class A position as of Q4 2015 after selling out during the quarter.
  • Stratos Wealth Partners sold 11,842 Clearway Energy Class A shares in Q4 2015, an estimated $132K.
  • Stratos Wealth Partners first reported a position in Clearway Energy Class A in Q2 2015 and held it in 2 quarters.
  • Stratos Wealth Partners's Clearway Energy Class A position peaked at $267K in Q2 2015.
  • 119 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q4 2015.

Based on Stratos Wealth Partners's 13F filing for Q4 2015, filed 16 Feb 2016.