TWMP
CWEN.A

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

Taylor Wealth Management 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
Q3 		– Sell
-154,020
Closed -$3.39M – 166
2015
Q2 		$3.39M Buy
+154,020
New +$3.78M 1.08% 35

Other funds holding CWEN.A

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EA
Ecofin Advisors London, United Kingdom $239M AUM 45.14% 1-Year Est. Return
OCM
Osterweis Capital Management San Francisco, California $1.94B AUM 20.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Taylor Wealth Management Partners's CWEN.A Position: Q3 2015 in Review

Taylor Wealth Management Partners sold out of Clearway Energy Class A (CWEN.A) in Q3 2015, closing a stake of 154,020 shares — an estimated $3.39M sold.

Taylor Wealth Management Partners first reported a position in CWEN.A in Q2 2015 and held it in 1 quarter. The position peaked at $3.39M in Q2 2015. 126 funds tracked by Wall St. Rank hold CWEN.A as of Q3 2015.

  • Taylor Wealth Management Partners reported no remaining Clearway Energy Class A position as of Q3 2015 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 154,020 Clearway Energy Class A shares in Q3 2015, an estimated $3.39M.
  • Taylor Wealth Management Partners first reported a position in Clearway Energy Class A in Q2 2015 and held it in 1 quarter.
  • Taylor Wealth Management Partners's Clearway Energy Class A position peaked at $3.39M in Q2 2015.
  • 126 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q3 2015.

Based on Taylor Wealth Management Partners's 13F filing for Q3 2015, filed 6 Nov 2015.