Glassman Wealth Services’s CEMIG Preferred Shares CIG Stock Holding History

Glassman Wealth Services’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
2024 Q1	–	Sell	-4,022	Closed	-$7.18K	–	520
2023 Q4	$7.18K	Hold	4,022	–	–	﹤0.01%	970
2023 Q3	$7.49K	Hold	4,022	–	–	﹤0.01%	938
2023 Q2	$8.14K	Hold	4,022	–	–	﹤0.01%	865
2023 Q1	$6.93K	Buy	4,022 +1,942	+93%	+$3.1K	﹤0.01%	911
2022 Q4	$3.25K	Buy	2,080 +962	+86%	+$1.55K	﹤0.01%	1141
2022 Q3	$2K	Hold	1,118	–	–	﹤0.01%	1198
2022 Q2	$2K	Sell	1,118 -1	-0.1%	-$2	﹤0.01%	1214
2022 Q1	$2K	Hold	1,119	–	–	﹤0.01%	1206
2021 Q4	$2K	Buy	+1,119	New	+$1.61K	﹤0.01%	1178

Other funds holding CIG

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

TCMG

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Glassman Wealth Services's CIG Position: Q1 2024 in Review

Glassman Wealth Services sold out of CEMIG Preferred Shares (CIG) in Q1 2024, closing a stake of 4,022 shares — an estimated $7.18K sold.

Glassman Wealth Services first reported a position in CIG in Q4 2021 and held it in 9 quarters. The position peaked at $8.14K in Q2 2023. 172 funds tracked by Wall St. Rank hold CIG as of Q1 2024.

Glassman Wealth Services reported no remaining CEMIG Preferred Shares position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 4,022 CEMIG Preferred Shares shares in Q1 2024, an estimated $7.18K.
Glassman Wealth Services first reported a position in CEMIG Preferred Shares in Q4 2021 and held it in 9 quarters.
Glassman Wealth Services's CEMIG Preferred Shares position peaked at $8.14K in Q2 2023.
172 funds tracked by Wall St. Rank held CEMIG Preferred Shares as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.