Institute for Wealth Management’s CEMIG Preferred Shares CIG Stock Holding History

Institute for 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
2019 Q3	–	Sell	-33,451	Closed	-$65K	–	432
2019 Q2	$65K	Hold	33,451	–	–	0.01%	465
2019 Q1	$61K	Buy	+33,451	New	+$63K	0.01%	444
2018 Q1	–	Sell	-41,814	Closed	-$44K	–	276
2017 Q4	$44K	Buy	+41,814	New	+$47.5K	0.01%	384
2017 Q3	–	Sell	-48,866	Closed	-$59K	–	270
2017 Q2	$59K	Buy	+48,866	New	+$64.8K	0.02%	409

Other funds holding CIG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

PPA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

Institute for Wealth Management's CIG Position: Q3 2019 in Review

Institute for Wealth Management sold out of CEMIG Preferred Shares (CIG) in Q3 2019, closing a stake of 33,451 shares — an estimated $65K sold.

Institute for Wealth Management first reported a position in CIG in Q2 2017 and held it in 4 quarters. The position peaked at $65K in Q2 2019. 133 funds tracked by Wall St. Rank hold CIG as of Q3 2019.

Institute for Wealth Management reported no remaining CEMIG Preferred Shares position as of Q3 2019 after selling out during the quarter.
Institute for Wealth Management sold 33,451 CEMIG Preferred Shares shares in Q3 2019, an estimated $65K.
Institute for Wealth Management first reported a position in CEMIG Preferred Shares in Q2 2017 and held it in 4 quarters.
Institute for Wealth Management's CEMIG Preferred Shares position peaked at $65K in Q2 2019.
133 funds tracked by Wall St. Rank held CEMIG Preferred Shares as of Q3 2019.

Based on Institute for Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.