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

Concert 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
2017 Q2	–	Sell	-44,943	Closed	-$51K	–	197
2017 Q1	$51K	Hold	44,943	–	–	0.01%	484
2016 Q4	$51K	Sell	44,943 -1,077	-2%	-$1.37K	0.01%	485
2016 Q3	$62K	Hold	46,020	–	–	0.01%	791
2016 Q2	$51K	Hold	46,020	–	–	0.01%	664
2016 Q1	$52K	Buy	46,020 +8,032	+21%	+$6.55K	0.01%	659
2015 Q4	$29K	Sell	37,988 -14,423	-28%	-$13.3K	﹤0.01%	675
2015 Q3	$48K	Sell	52,411 -7,991	-13%	-$10.4K	0.01%	685
2015 Q2	$117K	Buy	60,402 +9,205	+18%	+$21.8K	0.02%	667
2015 Q1	$0	Buy	51,197 +14,566	+40%	+$31.8K	﹤0.01%	507
2014 Q4	$90K	Buy	36,631 +10,321	+39%	+$29.3K	0.01%	611
2014 Q3	$80K	Buy	26,310 +269	+1%	+$1.1K	0.01%	530
2014 Q2	$97K	Buy	26,041 +5,042	+24%	+$19.2K	0.01%	551
2014 Q1	$72K	Buy	+20,999	New	+$61.7K	0.01%	547

Other funds holding CIG

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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Concert Wealth Management's CIG Position: Q2 2017 in Review

Concert Wealth Management sold out of CEMIG Preferred Shares (CIG) in Q2 2017, closing a stake of 44,943 shares — an estimated $51K sold.

Concert Wealth Management first reported a position in CIG in Q1 2014 and held it in 13 quarters. The position peaked at $117K in Q2 2015. 112 funds tracked by Wall St. Rank hold CIG as of Q2 2017.

Concert Wealth Management reported no remaining CEMIG Preferred Shares position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 44,943 CEMIG Preferred Shares shares in Q2 2017, an estimated $51K.
Concert Wealth Management first reported a position in CEMIG Preferred Shares in Q1 2014 and held it in 13 quarters.
Concert Wealth Management's CEMIG Preferred Shares position peaked at $117K in Q2 2015.
112 funds tracked by Wall St. Rank held CEMIG Preferred Shares as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.