CFA
EDP

Carroll Financial Associates’s EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD) EDP Stock Holding History

Carroll Financial Associates’s Portfolio EDP Stock Details EDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-90
Closed -$3K – 1010
2013
Q4 		$3K Buy
+90
New +$3K ﹤0.01% 696

Other funds holding EDP

SLG
Stanley-Laman Group Berwyn, Pennsylvania $814M AUM 40.24% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
ADMI
Albert D. Mason Inc Boston, Massachusetts $176M AUM 40.3% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

Carroll Financial Associates's EDP Position: Q1 2014 in Review

Carroll Financial Associates sold out of EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD) (EDP) in Q1 2014, closing a stake of 90 shares — an estimated $3K sold.

Carroll Financial Associates first reported a position in EDP in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 7 funds tracked by Wall St. Rank hold EDP as of Q1 2014.

  • Carroll Financial Associates reported no remaining EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD) position as of Q1 2014 after selling out during the quarter.
  • Carroll Financial Associates sold 90 EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD) shares in Q1 2014, an estimated $3K.
  • Carroll Financial Associates first reported a position in EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD) in Q4 2013 and held it in 1 quarter.
  • Carroll Financial Associates's EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD) position peaked at $3K in Q4 2013.
  • 7 funds tracked by Wall St. Rank held EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD) as of Q1 2014.

Based on Carroll Financial Associates's 13F filing for Q1 2014, filed 2 May 2014.