VCWA
CCEC

Vanguard Capital Wealth Advisors’s Capital Clean Energy Carriers CCEC Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio CCEC Stock Details CCEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-18,689
Closed -$145K – 166
2020
Q4 		$145K Buy
+18,689
New +$142K 0.13% 127

Other funds holding CCEC

DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Capital Wealth Advisors's CCEC Position: Q1 2021 in Review

Vanguard Capital Wealth Advisors sold out of Capital Clean Energy Carriers (CCEC) in Q1 2021, closing a stake of 18,689 shares — an estimated $145K sold.

Vanguard Capital Wealth Advisors first reported a position in CCEC in Q4 2020 and held it in 1 quarter. The position peaked at $145K in Q4 2020. 42 funds tracked by Wall St. Rank hold CCEC as of Q1 2021.

  • Vanguard Capital Wealth Advisors reported no remaining Capital Clean Energy Carriers position as of Q1 2021 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 18,689 Capital Clean Energy Carriers shares in Q1 2021, an estimated $145K.
  • Vanguard Capital Wealth Advisors first reported a position in Capital Clean Energy Carriers in Q4 2020 and held it in 1 quarter.
  • Vanguard Capital Wealth Advisors's Capital Clean Energy Carriers position peaked at $145K in Q4 2020.
  • 42 funds tracked by Wall St. Rank held Capital Clean Energy Carriers as of Q1 2021.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.