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EP Wealth Advisors’s CenterPoint Energy CNP Stock Holding History

EP Wealth Advisors’s Portfolio CNP Stock Details CNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-7,997
Closed -$234K – 197
2017
Q3 		$234K Sell
7,997
-21,753
-73% -$637K 0.03% 156
2017
Q2 		$815K Buy
+29,750
New +$815K 0.1% 87