Evoke Wealth’s CEMIG Preferred Shares CIG Stock Holding History

Evoke Wealth’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
2022 Q4	–	Sell	-3,896	Closed	-$6K	–	505
2022 Q3	$6K	Hold	3,896	–	–	﹤0.01%	839
2022 Q2	$6K	Sell	3,896 -1	-0%	-$2	﹤0.01%	844
2022 Q1	$7K	Hold	3,897	–	–	﹤0.01%	829
2021 Q4	$6K	Sell	3,897 -823	-17%	-$1.18K	﹤0.01%	862
2021 Q3	$7K	Buy	4,720 +823	+21%	+$1.16K	﹤0.01%	789
2021 Q2	$6K	Sell	3,897 -122	-3%	-$168	﹤0.01%	822
2021 Q1	$5K	Hold	4,019	–	–	﹤0.01%	833
2020 Q4	$6K	Hold	4,019	–	–	﹤0.01%	667
2020 Q3	$4K	Sell	4,019 -40	-1%	-$44	﹤0.01%	701
2020 Q2	$4K	Buy	4,059 +3,639	+866%	+$3.46K	﹤0.01%	705
2020 Q1	$364	Buy	+420	New	+$647	﹤0.01%	1047
2019 Q4	–	Sell	-369	Closed	-$637	–	1285
2019 Q3	$637	Buy	+369	New	+$681	﹤0.01%	1345

Other funds holding CIG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Evoke Wealth's CIG Position: Q4 2022 in Review

Evoke Wealth sold out of CEMIG Preferred Shares (CIG) in Q4 2022, closing a stake of 3,896 shares — an estimated $6K sold.

Evoke Wealth first reported a position in CIG in Q3 2019 and held it in 12 quarters. The position peaked at $7K in Q1 2022. 163 funds tracked by Wall St. Rank hold CIG as of Q4 2022.

Evoke Wealth reported no remaining CEMIG Preferred Shares position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 3,896 CEMIG Preferred Shares shares in Q4 2022, an estimated $6K.
Evoke Wealth first reported a position in CEMIG Preferred Shares in Q3 2019 and held it in 12 quarters.
Evoke Wealth's CEMIG Preferred Shares position peaked at $7K in Q1 2022.
163 funds tracked by Wall St. Rank held CEMIG Preferred Shares as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.