Advisor Group’s CPFL Energia S.A. CPL Stock Holding History

Advisor Group’s Portfolio CPL Stock Details CPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$3K	Buy	+157	New	+$2.49K	﹤0.01%	4931
2018 Q4	–	Sell	-656	Closed	-$8K	–	5348
2018 Q3	$8K	Buy	656 +340	+108%	+$3.84K	﹤0.01%	4417
2018 Q2	$4K	Hold	316	–	–	﹤0.01%	4510
2018 Q1	$5K	Hold	316	–	–	﹤0.01%	4455
2017 Q4	$4K	Hold	316	–	–	﹤0.01%	4533
2017 Q3	$5K	Hold	316	–	–	﹤0.01%	4306
2017 Q2	$5K	Hold	316	–	–	﹤0.01%	4270
2017 Q1	$5K	Hold	316	–	–	﹤0.01%	4146
2016 Q4	$5K	Buy	+316	New	+$4.67K	﹤0.01%	3968

Other funds holding CPL

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

NCM

Newfoundland Capital Management Sao Paulo, Brazil $9.47M AUM 21.24% 1-Year Est. Return

Advisor Group's CPL Position: Q4 2019 in Review

Advisor Group opened a new position in CPFL Energia S.A. (CPL) in Q4 2019: 157 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #4931 among its holdings. This is a return to the name: Advisor Group previously reported a position in CPL as recently as Q3 2018.

Advisor Group first reported a position in CPL in Q4 2016 and has held it in 9 quarters since. The position peaked at $8K in Q3 2018. 39 funds tracked by Wall St. Rank hold CPL as of Q4 2019.

Advisor Group held 157 shares of CPFL Energia S.A. worth $3K as of Q4 2019.
CPFL Energia S.A. was a new Advisor Group position in Q4 2019.
CPFL Energia S.A. made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4931 holding.
Advisor Group first reported a position in CPFL Energia S.A. in Q4 2016 and has held it in 9 quarters since.
Advisor Group's CPFL Energia S.A. position peaked at $8K in Q3 2018.
39 funds tracked by Wall St. Rank held CPFL Energia S.A. as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.