Edmond de Rothschild Holding’s AXIA Energia AXIA Stock Holding History

Edmond de Rothschild Holding’s Portfolio AXIA Stock Details AXIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-32,834	Closed	-$98K	–	821
2017 Q2	$98K	Hold	32,834	–	–	﹤0.01%	560
2017 Q1	$141K	Hold	32,834	–	–	﹤0.01%	526
2016 Q4	$180K	Buy	+32,834	New	+$180K	0.01%	504
2016 Q2	–	Sell	-6,314	Closed	-$9K	–	830
2016 Q1	$9K	Hold	6,314	–	–	﹤0.01%	768
2015 Q4	$7K	Hold	6,314	–	–	﹤0.01%	783
2015 Q3	$6K	Hold	6,314	–	–	﹤0.01%	786
2015 Q2	$9K	Buy	+6,314	New	+$10.9K	﹤0.01%	773

Other funds holding AXIA

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

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

BBP

Banco BTG Pactual Rio De Janeiro, Brazil $1.14B AUM 41.39% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Edmond de Rothschild Holding's AXIA Position: Q3 2017 in Review

Edmond de Rothschild Holding sold out of AXIA Energia (AXIA) in Q3 2017, closing a stake of 32,834 shares — an estimated $98K sold.

Edmond de Rothschild Holding first reported a position in AXIA in Q2 2015 and held it in 7 quarters. The position peaked at $180K in Q4 2016. 44 funds tracked by Wall St. Rank hold AXIA as of Q3 2017.

Edmond de Rothschild Holding reported no remaining AXIA Energia position as of Q3 2017 after selling out during the quarter.
Edmond de Rothschild Holding sold 32,834 AXIA Energia shares in Q3 2017, an estimated $98K.
Edmond de Rothschild Holding first reported a position in AXIA Energia in Q2 2015 and held it in 7 quarters.
Edmond de Rothschild Holding's AXIA Energia position peaked at $180K in Q4 2016.
44 funds tracked by Wall St. Rank held AXIA Energia as of Q3 2017.

Based on Edmond de Rothschild Holding's 13F filing for Q3 2017, filed 13 Nov 2017.