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Systematic Financial Management’s Clearway Energy Class C CWEN Stock Holding History

Systematic Financial Management’s Portfolio CWEN Stock Details CWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-13,075
Closed -$302K – 302
2020
Q2 		$302K Sell
13,075
-6,730
-34% -$142K 0.02% 371
2020
Q1 		$372K Buy
+19,805
New +$412K 0.02% 240
2019
Q2 		– Sell
-83,385
Closed -$1.26M – 630
2019
Q1 		$1.26M Buy
83,385
+16,745
+25% +$251K 0.04% 365
2018
Q4 		$1.15M Buy
+66,640
New +$1.24M 0.04% 367

Other funds holding CWEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Systematic Financial Management's CWEN Position: Q3 2020 in Review

Systematic Financial Management sold out of Clearway Energy Class C (CWEN) in Q3 2020, closing a stake of 13,075 shares — an estimated $302K sold.

Systematic Financial Management first reported a position in CWEN in Q4 2018 and held it in 4 quarters. The position peaked at $1.26M in Q1 2019. 195 funds tracked by Wall St. Rank hold CWEN as of Q3 2020.

  • Systematic Financial Management reported no remaining Clearway Energy Class C position as of Q3 2020 after selling out during the quarter.
  • Systematic Financial Management sold 13,075 Clearway Energy Class C shares in Q3 2020, an estimated $302K.
  • Systematic Financial Management first reported a position in Clearway Energy Class C in Q4 2018 and held it in 4 quarters.
  • Systematic Financial Management's Clearway Energy Class C position peaked at $1.26M in Q1 2019.
  • 195 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q3 2020.

Based on Systematic Financial Management's 13F filing for Q3 2020, filed 12 Nov 2020.