Holistic Financial Partners’s Companhia Paranaense de Energia (COPEL) ELP Stock Holding History

Holistic Financial Partners’s Portfolio ELP Stock Details ELP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-32,338	Closed	-$68K	–	71
2018 Q3	$68K	Hold	32,338	–	–	0.06%	80
2018 Q2	$72K	Buy	32,338 +2,655	+9%	+$7.17K	0.08%	32
2018 Q1	$93K	Buy	29,683 +7,320	+33%	+$22.5K	0.08%	119
2017 Q4	$68K	Buy	+22,363	New	+$69.3K	0.06%	158

Other funds holding ELP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

Holistic Financial Partners's ELP Position: Q4 2018 in Review

Holistic Financial Partners sold out of Companhia Paranaense de Energia (COPEL) (ELP) in Q4 2018, closing a stake of 32,338 shares — an estimated $68K sold.

Holistic Financial Partners first reported a position in ELP in Q4 2017 and held it in 4 quarters. The position peaked at $93K in Q1 2018. 85 funds tracked by Wall St. Rank hold ELP as of Q4 2018.

Holistic Financial Partners reported no remaining Companhia Paranaense de Energia (COPEL) position as of Q4 2018 after selling out during the quarter.
Holistic Financial Partners sold 32,338 Companhia Paranaense de Energia (COPEL) shares in Q4 2018, an estimated $68K.
Holistic Financial Partners first reported a position in Companhia Paranaense de Energia (COPEL) in Q4 2017 and held it in 4 quarters.
Holistic Financial Partners's Companhia Paranaense de Energia (COPEL) position peaked at $93K in Q1 2018.
85 funds tracked by Wall St. Rank held Companhia Paranaense de Energia (COPEL) as of Q4 2018.

Based on Holistic Financial Partners's 13F filing for Q4 2018, filed 11 Feb 2019.