BRWA
CPL

B. Riley Wealth Advisors’s CPFL Energia S.A. CPL Stock Holding History

B. Riley Wealth 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
2015
Q1 		– Sell
-20
Closed – – 2278
2014
Q4 		$0 Buy
+20
New +$276 ﹤0.01% 3780
2014
Q3 		– Sell
-20
Closed -$341 – 2130
2014
Q2 		$341 Buy
+20
New +$324 ﹤0.01% 2365

Other funds holding CPL

MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

B. Riley Wealth Advisors's CPL Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of CPFL Energia S.A. (CPL) in Q1 2015, closing a stake of 20 shares.

B. Riley Wealth Advisors first reported a position in CPL in Q2 2014 and held it in 2 quarters. The position peaked at $341 in Q2 2014. 95 funds tracked by Wall St. Rank hold CPL as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining CPFL Energia S.A. position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 20 CPFL Energia S.A. shares in Q1 2015.
  • B. Riley Wealth Advisors first reported a position in CPFL Energia S.A. in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's CPFL Energia S.A. position peaked at $341 in Q2 2014.
  • 95 funds tracked by Wall St. Rank held CPFL Energia S.A. as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.