American Portfolios Advisors’s CPFL Energia S.A. CPL Stock Holding History

American Portfolios Advisors’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
2018 Q4	–	Sell	-512	Closed	-$6.05K	–	2604
2018 Q3	$6.05K	Hold	512	–	–	﹤0.01%	1933
2018 Q2	$5.67K	Hold	512	–	–	﹤0.01%	1936
2018 Q1	$7.68K	Hold	512	–	–	﹤0.01%	1725
2017 Q4	$5.89K	Buy	+512	New	+$7.7K	﹤0.01%	1772

Other funds holding CPL

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

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

PPA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FCI

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Portfolios Advisors's CPL Position: Q4 2018 in Review

American Portfolios Advisors sold out of CPFL Energia S.A. (CPL) in Q4 2018, closing a stake of 512 shares — an estimated $6.05K sold.

American Portfolios Advisors first reported a position in CPL in Q4 2017 and held it in 4 quarters. The position peaked at $7.68K in Q1 2018. 37 funds tracked by Wall St. Rank hold CPL as of Q4 2018.

American Portfolios Advisors reported no remaining CPFL Energia S.A. position as of Q4 2018 after selling out during the quarter.
American Portfolios Advisors sold 512 CPFL Energia S.A. shares in Q4 2018, an estimated $6.05K.
American Portfolios Advisors first reported a position in CPFL Energia S.A. in Q4 2017 and held it in 4 quarters.
American Portfolios Advisors's CPFL Energia S.A. position peaked at $7.68K in Q1 2018.
37 funds tracked by Wall St. Rank held CPFL Energia S.A. as of Q4 2018.

Based on American Portfolios Advisors's 13F filing for Q4 2018, filed 24 Mar 2023.