GGPS
CPL

Gary Goldberg Planning Services’s CPFL Energia S.A. CPL Stock Holding History

Gary Goldberg Planning Services’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
2013
Q4 		– Sell
-740
Closed -$12K – 362
2013
Q3 		$12K Hold
740
– – 0.01% 282
2013
Q2 		$13K Buy
+740
New +$14.6K 0.01% 287

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Gary Goldberg Planning Services's CPL Position: Q4 2013 in Review

Gary Goldberg Planning Services sold out of CPFL Energia S.A. (CPL) in Q4 2013, closing a stake of 740 shares — an estimated $12K sold.

Gary Goldberg Planning Services first reported a position in CPL in Q2 2013 and held it in 2 quarters. The position peaked at $13K in Q2 2013. 109 funds tracked by Wall St. Rank hold CPL as of Q4 2013.

  • Gary Goldberg Planning Services reported no remaining CPFL Energia S.A. position as of Q4 2013 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 740 CPFL Energia S.A. shares in Q4 2013, an estimated $12K.
  • Gary Goldberg Planning Services first reported a position in CPFL Energia S.A. in Q2 2013 and held it in 2 quarters.
  • Gary Goldberg Planning Services's CPFL Energia S.A. position peaked at $13K in Q2 2013.
  • 109 funds tracked by Wall St. Rank held CPFL Energia S.A. as of Q4 2013.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2013, filed 5 Feb 2014.