Financial Gravity Asset Management’s CPFL Energia S.A. CPL Stock Holding History

Financial Gravity Asset 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
2019 Q4	$17K	Buy	36 +13	+57%	+$206	0.01%	1075
2019 Q3	$0	Buy	23 +4	+21%	+$65	﹤0.01%	1693
2019 Q2	$0	Sell	19 -36	-65%	-$539	﹤0.01%	1827
2019 Q1	$1K	Buy	+55	New	+$885	﹤0.01%	1276
2018 Q3	$2K	Buy	126 +106	+530%	+$1.2K	﹤0.01%	1045
2018 Q2	$0	Buy	20 +4	+25%	+$51	﹤0.01%	1698
2018 Q1	$0	Buy	+16	New	+$219	﹤0.01%	1552

Other funds holding CPL

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

NCM

Newfoundland Capital Management Sao Paulo, Brazil $9.47M AUM 21.24% 1-Year Est. Return

Financial Gravity Asset Management's CPL Position: Q4 2019 in Review

Financial Gravity Asset Management increased its CPFL Energia S.A. (CPL) stake by 57% in Q4 2019, buying an estimated $206 and bringing the position to 36 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #1075.

Financial Gravity Asset Management first reported a position in CPL in Q1 2018 and has held it in 7 quarters since. 39 funds tracked by Wall St. Rank hold CPL as of Q4 2019.

Financial Gravity Asset Management held 36 shares of CPFL Energia S.A. worth $17K as of Q4 2019.
Financial Gravity Asset Management bought 13 CPFL Energia S.A. shares in Q4 2019, an estimated $206.
CPFL Energia S.A. made up 0.01% of Financial Gravity Asset Management's portfolio in Q4 2019, its #1075 holding.
Financial Gravity Asset Management first reported a position in CPFL Energia S.A. in Q1 2018 and has held it in 7 quarters since.
39 funds tracked by Wall St. Rank held CPFL Energia S.A. as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.