Independent Solutions Wealth Management’s CEMIG Preferred Shares CIG Stock Holding History

Independent Solutions Wealth Management’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
2023 Q4	–	Sell	-18,108	Closed	-$33.7K	–	174
2023 Q3	$33.7K	Hold	18,108	–	–	0.01%	200
2023 Q2	$36.6K	Hold	18,108	–	–	0.01%	219
2023 Q1	$31.2K	Hold	18,108	–	–	0.01%	210
2022 Q4	$28.3K	Hold	18,108	–	–	0.01%	213
2022 Q3	$28.1K	Hold	18,108	–	–	0.01%	208
2022 Q2	$28.1K	Sell	18,108 -1,347	-7%	-$2.36K	0.01%	216
2022 Q1	$37.1K	Hold	19,455	–	–	0.01%	213
2021 Q4	$28K	Hold	19,455	–	–	0.01%	226
2021 Q3	$29K	Buy	+19,455	New	+$27.3K	0.01%	212

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

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

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

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

TCMG

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Independent Solutions Wealth Management's CIG Position: Q4 2023 in Review

Independent Solutions Wealth Management sold out of CEMIG Preferred Shares (CIG) in Q4 2023, closing a stake of 18,108 shares — an estimated $33.7K sold.

Independent Solutions Wealth Management first reported a position in CIG in Q3 2021 and held it in 9 quarters. The position peaked at $37.1K in Q1 2022. 182 funds tracked by Wall St. Rank hold CIG as of Q4 2023.

Independent Solutions Wealth Management reported no remaining CEMIG Preferred Shares position as of Q4 2023 after selling out during the quarter.
Independent Solutions Wealth Management sold 18,108 CEMIG Preferred Shares shares in Q4 2023, an estimated $33.7K.
Independent Solutions Wealth Management first reported a position in CEMIG Preferred Shares in Q3 2021 and held it in 9 quarters.
Independent Solutions Wealth Management's CEMIG Preferred Shares position peaked at $37.1K in Q1 2022.
182 funds tracked by Wall St. Rank held CEMIG Preferred Shares as of Q4 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2023, filed 19 Dec 2024.