SLF
CWEN.A

Sun Life Financial’s Clearway Energy Class A CWEN.A Stock Holding History

Sun Life Financial’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
2019
Q4 		– Sell
-21,762
Closed -$377K – 489
2019
Q3 		$377K Buy
21,762
+123
+0.6% +$2.08K 0.1% 129
2019
Q2 		$350K Hold
21,639
– – 0.09% 136
2019
Q1 		$315K Buy
21,639
+6,315
+41% +$92.4K 0.07% 149
2018
Q4 		$259K Buy
15,324
+4,317
+39% +$79.7K 0.05% 160
2018
Q3 		$210K Buy
11,007
+69
+0.6% +$1.31K 0.04% 228
2018
Q2 		$186K Buy
+10,938
New +$189K 0.03% 235

Other funds holding CWEN.A

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sun Life Financial's CWEN.A Position: Q4 2019 in Review

Sun Life Financial sold out of Clearway Energy Class A (CWEN.A) in Q4 2019, closing a stake of 21,762 shares — an estimated $377K sold.

Sun Life Financial first reported a position in CWEN.A in Q2 2018 and held it in 6 quarters. The position peaked at $377K in Q3 2019. 116 funds tracked by Wall St. Rank hold CWEN.A as of Q4 2019.

  • Sun Life Financial reported no remaining Clearway Energy Class A position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 21,762 Clearway Energy Class A shares in Q4 2019, an estimated $377K.
  • Sun Life Financial first reported a position in Clearway Energy Class A in Q2 2018 and held it in 6 quarters.
  • Sun Life Financial's Clearway Energy Class A position peaked at $377K in Q3 2019.
  • 116 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.