AE Wealth Management’s CEMIG Preferred Shares CIG Stock Holding History

AE Wealth Management’s Portfolio CIG Stock Details CIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-14,291	Closed	-$26.6K	–	2070
2023 Q3	$26.6K	Sell	14,291 -254,106	-95%	-$491K	﹤0.01%	1903
2023 Q2	$543K	Sell	268,397 -271,440	-50%	-$509K	﹤0.01%	1347
2023 Q1	$930K	Buy	539,837 +23,337	+5%	+$37.2K	0.01%	1074
2022 Q4	$807K	Buy	516,500 +235,797	+84%	+$379K	0.01%	1077
2022 Q3	$436K	Buy	280,703 +56,493	+25%	+$97.3K	﹤0.01%	1325
2022 Q2	$348K	Buy	+224,210	New	+$393K	﹤0.01%	1377

Other funds holding CIG

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

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

AE Wealth Management's CIG Position: Q4 2023 in Review

AE Wealth Management sold out of CEMIG Preferred Shares (CIG) in Q4 2023, closing a stake of 14,291 shares — an estimated $26.6K sold.

AE Wealth Management first reported a position in CIG in Q2 2022 and held it in 6 quarters. The position peaked at $930K in Q1 2023. 182 funds tracked by Wall St. Rank hold CIG as of Q4 2023.

AE Wealth Management reported no remaining CEMIG Preferred Shares position as of Q4 2023 after selling out during the quarter.
AE Wealth Management sold 14,291 CEMIG Preferred Shares shares in Q4 2023, an estimated $26.6K.
AE Wealth Management first reported a position in CEMIG Preferred Shares in Q2 2022 and held it in 6 quarters.
AE Wealth Management's CEMIG Preferred Shares position peaked at $930K in Q1 2023.
182 funds tracked by Wall St. Rank held CEMIG Preferred Shares as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.