GWMIA
CNP icon

Global Wealth Management Investment Advisory’s CenterPoint Energy CNP Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio CNP Stock Details CNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-22
Closed -$1K – 703
2019
Q1 		$1K Sell
22
-205
-90% -$6.2K ﹤0.01% 603
2018
Q4 		$6K Buy
+227
New +$6.33K ﹤0.01% 463

Other funds holding CNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Global Wealth Management Investment Advisory's CNP Position: Q2 2019 in Review

Global Wealth Management Investment Advisory sold out of CenterPoint Energy (CNP) in Q2 2019, closing a stake of 22 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in CNP in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q4 2018. 614 funds tracked by Wall St. Rank hold CNP as of Q2 2019.

  • Global Wealth Management Investment Advisory reported no remaining CenterPoint Energy position as of Q2 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 22 CenterPoint Energy shares in Q2 2019, an estimated $1K.
  • Global Wealth Management Investment Advisory first reported a position in CenterPoint Energy in Q4 2018 and held it in 2 quarters.
  • Global Wealth Management Investment Advisory's CenterPoint Energy position peaked at $6K in Q4 2018.
  • 614 funds tracked by Wall St. Rank held CenterPoint Energy as of Q2 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2019, filed 20 Aug 2019.