Gradient Investments’s CPFL Energia S.A. CPL Stock Holding History

Gradient Investments’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
2016 Q1	–	Sell	-65	Closed	–	–	804
2015 Q4	$0	Hold	65	–	–	﹤0.01%	765
2015 Q3	$0	Hold	65	–	–	﹤0.01%	715
2015 Q2	$1K	Buy	+65	New	+$815	﹤0.01%	605

Other funds holding CPL

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

PPA

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BAM

Baring Asset Management London, United Kingdom $1.71B AUM 36.27% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gradient Investments's CPL Position: Q1 2016 in Review

Gradient Investments sold out of CPFL Energia S.A. (CPL) in Q1 2016, closing a stake of 65 shares.

Gradient Investments first reported a position in CPL in Q2 2015 and held it in 3 quarters. The position peaked at $1K in Q2 2015. 85 funds tracked by Wall St. Rank hold CPL as of Q1 2016.

Gradient Investments reported no remaining CPFL Energia S.A. position as of Q1 2016 after selling out during the quarter.
Gradient Investments sold 65 CPFL Energia S.A. shares in Q1 2016.
Gradient Investments first reported a position in CPFL Energia S.A. in Q2 2015 and held it in 3 quarters.
Gradient Investments's CPFL Energia S.A. position peaked at $1K in Q2 2015.
85 funds tracked by Wall St. Rank held CPFL Energia S.A. as of Q1 2016.

Based on Gradient Investments's 13F filing for Q1 2016, filed 13 Apr 2016.