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

Altium 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
2022 Q2	$269K	Sell	173,011 -26,390	-13%	-$46.2K	0.02%	313
2022 Q1	$380K	Sell	199,401 -3,610	-2%	-$5.47K	0.02%	298
2021 Q4	$292K	Hold	203,011	–	–	0.02%	324
2021 Q3	$303K	Sell	203,011 -301	-0.1%	-$423	0.02%	311
2021 Q2	$286K	Sell	203,312 -14,924	-7%	-$20.6K	0.02%	326
2021 Q1	$263K	Sell	218,236 -17,181	-7%	-$22K	0.02%	319
2020 Q4	$360K	Sell	235,417 -26,834	-10%	-$32.6K	0.03%	257
2020 Q3	$257K	Sell	262,251 -165,602	-39%	-$182K	0.03%	286
2020 Q2	$447K	Buy	427,853 +200,961	+89%	+$191K	0.05%	187
2020 Q1	$197K	Buy	+226,892	New	+$349K	0.03%	296

Other funds holding CIG

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PCP

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

TCMG

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Altium Wealth Management's CIG Position: Q2 2022 in Review

Altium Wealth Management reduced its CEMIG Preferred Shares (CIG) stake by 13% in Q2 2022, selling an estimated $46.2K and leaving 173,011 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #313.

Altium Wealth Management first reported a position in CIG in Q1 2020 and has held it in 10 quarters since. The position peaked at $447K in Q2 2020. 150 funds tracked by Wall St. Rank hold CIG as of Q2 2022.

Altium Wealth Management held 173,011 shares of CEMIG Preferred Shares worth $269K as of Q2 2022.
Altium Wealth Management sold 26,390 CEMIG Preferred Shares shares in Q2 2022, an estimated $46.2K.
CEMIG Preferred Shares made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #313 holding.
Altium Wealth Management first reported a position in CEMIG Preferred Shares in Q1 2020 and has held it in 10 quarters since.
Altium Wealth Management's CEMIG Preferred Shares position peaked at $447K in Q2 2020.
150 funds tracked by Wall St. Rank held CEMIG Preferred Shares as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.