EWM
CPL

Elite Wealth Management’s CPFL Energia S.A. CPL Stock Holding History

Elite Wealth Management’s Portfolio CPL Stock Details CPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-889
Closed -$13K – 527
2014
Q3 		$13K Hold
889
– – 0.01% 242
2014
Q2 		$15K Hold
889
– – 0.02% 202
2014
Q1 		$14K Hold
889
– – 0.01% 222
2013
Q4 		$13K Buy
+889
New +$14.1K 0.01% 332

Other funds holding CPL

MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Elite Wealth Management's CPL Position: Q4 2014 in Review

Elite Wealth Management sold out of CPFL Energia S.A. (CPL) in Q4 2014, closing a stake of 889 shares — an estimated $13K sold.

Elite Wealth Management first reported a position in CPL in Q4 2013 and held it in 4 quarters. The position peaked at $15K in Q2 2014. 100 funds tracked by Wall St. Rank hold CPL as of Q4 2014.

  • Elite Wealth Management reported no remaining CPFL Energia S.A. position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 889 CPFL Energia S.A. shares in Q4 2014, an estimated $13K.
  • Elite Wealth Management first reported a position in CPFL Energia S.A. in Q4 2013 and held it in 4 quarters.
  • Elite Wealth Management's CPFL Energia S.A. position peaked at $15K in Q2 2014.
  • 100 funds tracked by Wall St. Rank held CPFL Energia S.A. as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.