WAM
CCEC

Wealthspire Advisors (Maryland)’s Capital Clean Energy Carriers CCEC Stock Holding History

Wealthspire Advisors (Maryland)’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
2016
Q1 		– Sell
-1,929
Closed -$75K – 1857
2015
Q4 		$75K Buy
+1,929
New +$85.9K 0.01% 605

Other funds holding CCEC

SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CCEC Position: Q1 2016 in Review

Wealthspire Advisors (Maryland) sold out of Capital Clean Energy Carriers (CCEC) in Q1 2016, closing a stake of 1,929 shares — an estimated $75K sold.

Wealthspire Advisors (Maryland) first reported a position in CCEC in Q4 2015 and held it in 1 quarter. The position peaked at $75K in Q4 2015. 70 funds tracked by Wall St. Rank hold CCEC as of Q1 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Capital Clean Energy Carriers position as of Q1 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,929 Capital Clean Energy Carriers shares in Q1 2016, an estimated $75K.
  • Wealthspire Advisors (Maryland) first reported a position in Capital Clean Energy Carriers in Q4 2015 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Capital Clean Energy Carriers position peaked at $75K in Q4 2015.
  • 70 funds tracked by Wall St. Rank held Capital Clean Energy Carriers as of Q1 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2016, filed 6 May 2016.