YWP
CWEN.A

YorkBridge Wealth Partners’s Clearway Energy Class A CWEN.A Stock Holding History

YorkBridge Wealth Partners’s Portfolio CWEN.A Stock Details CWEN.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-225
Closed -$3K – 885
2016
Q4 		$3K Buy
+225
New +$3.39K ﹤0.01% 708

Other funds holding CWEN.A

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SCA
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EA
Ecofin Advisors London, United Kingdom $239M AUM 45.14% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

YorkBridge Wealth Partners's CWEN.A Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of Clearway Energy Class A (CWEN.A) in Q1 2017, closing a stake of 225 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in CWEN.A in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 132 funds tracked by Wall St. Rank hold CWEN.A as of Q1 2017.

  • YorkBridge Wealth Partners reported no remaining Clearway Energy Class A position as of Q1 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 225 Clearway Energy Class A shares in Q1 2017, an estimated $3K.
  • YorkBridge Wealth Partners first reported a position in Clearway Energy Class A in Q4 2016 and held it in 1 quarter.
  • YorkBridge Wealth Partners's Clearway Energy Class A position peaked at $3K in Q4 2016.
  • 132 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.