IWMPD
ELP

Integrated Wealth Management (Palm Desert)’s Companhia Paranaense de Energia (COPEL) ELP Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q3 		– Sell
-300
Closed -$1K – 1324
2015
Q2 		$1K Buy
+300
New +$1.33K ﹤0.01% 1225

Other funds holding ELP

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.76% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s ELP Position: Q3 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Companhia Paranaense de Energia (COPEL) (ELP) in Q3 2015, closing a stake of 300 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ELP in Q2 2015 and held it in 1 quarter. The position peaked at $1K in Q2 2015. 89 funds tracked by Wall St. Rank hold ELP as of Q3 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Companhia Paranaense de Energia (COPEL) position as of Q3 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 300 Companhia Paranaense de Energia (COPEL) shares in Q3 2015, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Companhia Paranaense de Energia (COPEL) in Q2 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Companhia Paranaense de Energia (COPEL) position peaked at $1K in Q2 2015.
  • 89 funds tracked by Wall St. Rank held Companhia Paranaense de Energia (COPEL) as of Q3 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2015, filed 13 Oct 2015.