WealthSource Partners’s 8point3 Energy Partners LP CAFD Stock Holding History

WealthSource Partners’s Portfolio CAFD Stock Details CAFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-17,575	Closed	-$214K	–	330
2018 Q1	$214K	Hold	17,575	–	–	0.07%	258
2017 Q4	$267K	Sell	17,575 -22,450	-56%	-$338K	0.08%	228
2017 Q3	$602K	Sell	40,025 -100	-0.2%	-$1.45K	0.2%	115
2017 Q2	$607K	Buy	40,125 +27,475	+217%	+$363K	0.21%	110
2017 Q1	$172K	Buy	12,650 +1,000	+9%	+$13.4K	0.06%	269
2016 Q4	$151K	Buy	+11,650	New	+$160K	0.06%	232

Other funds holding CAFD

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

WealthSource Partners's CAFD Position: Q2 2018 in Review

WealthSource Partners sold out of 8point3 Energy Partners LP (CAFD) in Q2 2018, closing a stake of 17,575 shares — an estimated $214K sold.

WealthSource Partners first reported a position in CAFD in Q4 2016 and held it in 6 quarters. The position peaked at $607K in Q2 2017. 2 funds tracked by Wall St. Rank hold CAFD as of Q2 2018.

WealthSource Partners reported no remaining 8point3 Energy Partners LP position as of Q2 2018 after selling out during the quarter.
WealthSource Partners sold 17,575 8point3 Energy Partners LP shares in Q2 2018, an estimated $214K.
WealthSource Partners first reported a position in 8point3 Energy Partners LP in Q4 2016 and held it in 6 quarters.
WealthSource Partners's 8point3 Energy Partners LP position peaked at $607K in Q2 2017.
2 funds tracked by Wall St. Rank held 8point3 Energy Partners LP as of Q2 2018.

Based on WealthSource Partners's 13F filing for Q2 2018, filed 14 Aug 2018.