WFG Advisors’s Clearway Energy Class C CWEN Stock Holding History

WFG Advisors’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	$2K	Buy	118 +1	+0.9%	+$18	﹤0.01%	1404
2017 Q1	$2K	Buy	117 +2	+2%	+$34	﹤0.01%	1333
2016 Q4	$2K	Sell	115 -181	-61%	-$2.83K	﹤0.01%	1406
2016 Q3	$5K	Buy	296 +1	+0.3%	+$17	﹤0.01%	1261
2016 Q2	$5K	Buy	295 +2	+0.7%	+$30	﹤0.01%	1236
2016 Q1	$4K	Buy	293 +1	+0.3%	+$13	﹤0.01%	1229
2015 Q4	$4K	Sell	292 -282	-49%	-$4.04K	﹤0.01%	1264
2015 Q3	$7K	Buy	574 +6	+1%	+$104	﹤0.01%	1172
2015 Q2	$12K	Buy	568 +358	+170%	+$9.01K	﹤0.01%	1123
2015 Q1	$5K	Buy	210 +2	+1%	+$52	﹤0.01%	1356
2014 Q4	$5K	Buy	208 +2	+1%	+$46	﹤0.01%	1628
2014 Q3	$5K	Buy	206 +2	+1%	+$52	﹤0.01%	1648
2014 Q2	$5K	Buy	204 +2	+1%	+$46	﹤0.01%	1649
2014 Q1	$4K	Hold	202	–	–	﹤0.01%	1661
2013 Q4	$4K	Buy	202 +2	+1%	+$36	﹤0.01%	1796
2013 Q3	$3K	Buy	+200	New	+$2.87K	﹤0.01%	1832

Other funds holding CWEN

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

WFG Advisors's CWEN Position: Q2 2017 in Review

WFG Advisors increased its Clearway Energy Class C (CWEN) stake by 0.85% in Q2 2017, buying an estimated $18 and bringing the position to 118 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

WFG Advisors first reported a position in CWEN in Q3 2013 and has held it in 16 quarters since. The position peaked at $12K in Q2 2015. 144 funds tracked by Wall St. Rank hold CWEN as of Q2 2017.

WFG Advisors held 118 shares of Clearway Energy Class C worth $2K as of Q2 2017.
WFG Advisors bought 1 Clearway Energy Class C share in Q2 2017, an estimated $18.
Clearway Energy Class C made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1404 holding.
WFG Advisors first reported a position in Clearway Energy Class C in Q3 2013 and has held it in 16 quarters since.
WFG Advisors's Clearway Energy Class C position peaked at $12K in Q2 2015.
144 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2017.

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