WA
CAFD

WFG Advisors’s 8point3 Energy Partners LP CAFD Stock Holding History

WFG Advisors’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
2017
Q2 		$2.24M Buy
148,075
+18,782
+15% +$248K 0.51% 43
2017
Q1 		$1.75M Sell
129,293
-26,955
-17% -$361K 0.47% 49
2016
Q4 		$2.03M Buy
156,248
+30,720
+24% +$421K 0.5% 45
2016
Q3 		$1.81M Buy
125,528
+62,656
+100% +$992K 0.45% 49
2016
Q2 		$993K Buy
+62,872
New +$934K 0.26% 98

Other funds holding CAFD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
QAM
Quentec Asset Management New York $634M AUM 22.87% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
LPU
Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return

WFG Advisors's CAFD Position: Q2 2017 in Review

WFG Advisors increased its 8point3 Energy Partners LP (CAFD) stake by 15% in Q2 2017, buying an estimated $248K and bringing the position to 148,075 shares worth $2.24M. The position accounts for 0.51% of the portfolio, ranked #43.

WFG Advisors first reported a position in CAFD in Q2 2016 and has held it in 5 quarters since. 77 funds tracked by Wall St. Rank hold CAFD as of Q2 2017.

  • WFG Advisors held 148,075 shares of 8point3 Energy Partners LP worth $2.24M as of Q2 2017.
  • WFG Advisors bought 18,782 8point3 Energy Partners LP shares in Q2 2017, an estimated $248K.
  • 8point3 Energy Partners LP made up 0.51% of WFG Advisors's portfolio in Q2 2017, its #43 holding.
  • WFG Advisors first reported a position in 8point3 Energy Partners LP in Q2 2016 and has held it in 5 quarters since.
  • 77 funds tracked by Wall St. Rank held 8point3 Energy Partners LP as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.