GWA
CPL

Genesis Wealth Advisors’s CPFL Energia S.A. CPL Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$14K Hold
1,174
– – 0.01% 317
2015
Q1 		$14.5K Hold
1,174
– – 0.01% 322
2014
Q4 		$14.3K Buy
+1,174
New +$16.2K 0.01% 347

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BAM
Baring Asset Management London, United Kingdom $1.71B AUM 36.27% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Genesis Wealth Advisors's CPL Position: Q2 2015 in Review

Genesis Wealth Advisors held its CPFL Energia S.A. (CPL) position steady in Q2 2015 at 1,174 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #317.

Genesis Wealth Advisors first reported a position in CPL in Q4 2014 and has held it in 3 quarters since. The position peaked at $14.5K in Q1 2015. 94 funds tracked by Wall St. Rank hold CPL as of Q2 2015.

  • Genesis Wealth Advisors held 1,174 shares of CPFL Energia S.A. worth $14K as of Q2 2015.
  • Genesis Wealth Advisors left its CPFL Energia S.A. share count unchanged in Q2 2015.
  • CPFL Energia S.A. made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #317 holding.
  • Genesis Wealth Advisors first reported a position in CPFL Energia S.A. in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's CPFL Energia S.A. position peaked at $14.5K in Q1 2015.
  • 94 funds tracked by Wall St. Rank held CPFL Energia S.A. as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.