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

Edge 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
2014 Q2	–	Sell	-640	Closed	-$2K	–	388
2014 Q1	$2K	Sell	640 -1	-0.2%	-$3	﹤0.01%	359
2013 Q4	$2K	Hold	641	–	–	﹤0.01%	318
2013 Q3	$2K	Buy	+641	New	+$2.18K	﹤0.01%	295

Other funds holding CIG

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Edge Wealth Management's CIG Position: Q2 2014 in Review

Edge Wealth Management sold out of CEMIG Preferred Shares (CIG) in Q2 2014, closing a stake of 640 shares — an estimated $2K sold.

Edge Wealth Management first reported a position in CIG in Q3 2013 and held it in 3 quarters. The position peaked at $2K in Q1 2014. 169 funds tracked by Wall St. Rank hold CIG as of Q2 2014.

Edge Wealth Management reported no remaining CEMIG Preferred Shares position as of Q2 2014 after selling out during the quarter.
Edge Wealth Management sold 640 CEMIG Preferred Shares shares in Q2 2014, an estimated $2K.
Edge Wealth Management first reported a position in CEMIG Preferred Shares in Q3 2013 and held it in 3 quarters.
Edge Wealth Management's CEMIG Preferred Shares position peaked at $2K in Q1 2014.
169 funds tracked by Wall St. Rank held CEMIG Preferred Shares as of Q2 2014.

Based on Edge Wealth Management's 13F filing for Q2 2014, filed 11 Jul 2014.