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Doyle Wealth Management’s CenterPoint Energy CNP Stock Holding History

Doyle Wealth Management’s Portfolio CNP Stock Details CNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-600
Closed -$17K – 299
2019
Q2 		$17K Buy
+600
New +$17.9K ﹤0.01% 538
2019
Q1 		– Sell
-100
Closed -$3K – 288
2018
Q4 		$3K Buy
+100
New +$2.79K ﹤0.01% 761

Other funds holding CNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Doyle Wealth Management's CNP Position: Q3 2019 in Review

Doyle Wealth Management sold out of CenterPoint Energy (CNP) in Q3 2019, closing a stake of 600 shares — an estimated $17K sold.

Doyle Wealth Management first reported a position in CNP in Q4 2018 and held it in 2 quarters. The position peaked at $17K in Q2 2019. 588 funds tracked by Wall St. Rank hold CNP as of Q3 2019.

  • Doyle Wealth Management reported no remaining CenterPoint Energy position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 600 CenterPoint Energy shares in Q3 2019, an estimated $17K.
  • Doyle Wealth Management first reported a position in CenterPoint Energy in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's CenterPoint Energy position peaked at $17K in Q2 2019.
  • 588 funds tracked by Wall St. Rank held CenterPoint Energy as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.