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Waldron Private Wealth’s Clearway Energy Class C CWEN Stock Holding History

Waldron Private Wealth’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
2017
Q2 		– Sell
-30,207
Closed -$534K – 156
2017
Q1 		$534K Buy
+30,207
New +$511K 0.13% 99

Other funds holding CWEN

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return

Waldron Private Wealth's CWEN Position: Q2 2017 in Review

Waldron Private Wealth sold out of Clearway Energy Class C (CWEN) in Q2 2017, closing a stake of 30,207 shares — an estimated $534K sold.

Waldron Private Wealth first reported a position in CWEN in Q1 2017 and held it in 1 quarter. The position peaked at $534K in Q1 2017. 144 funds tracked by Wall St. Rank hold CWEN as of Q2 2017.

  • Waldron Private Wealth reported no remaining Clearway Energy Class C position as of Q2 2017 after selling out during the quarter.
  • Waldron Private Wealth sold 30,207 Clearway Energy Class C shares in Q2 2017, an estimated $534K.
  • Waldron Private Wealth first reported a position in Clearway Energy Class C in Q1 2017 and held it in 1 quarter.
  • Waldron Private Wealth's Clearway Energy Class C position peaked at $534K in Q1 2017.
  • 144 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2017.

Based on Waldron Private Wealth's 13F filing for Q2 2017, filed 14 Aug 2017.