JFA
CPL

JNBA Financial Advisors’s CPFL Energia S.A. CPL Stock Holding History

JNBA Financial Advisors’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
Q4 		– Sell
-311
Closed -$5K – 1549
2016
Q3 		$5K Buy
+311
New +$4.42K ﹤0.01% 1264

Other funds holding CPL

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BFA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

JNBA Financial Advisors's CPL Position: Q4 2016 in Review

JNBA Financial Advisors sold out of CPFL Energia S.A. (CPL) in Q4 2016, closing a stake of 311 shares — an estimated $5K sold.

JNBA Financial Advisors first reported a position in CPL in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 76 funds tracked by Wall St. Rank hold CPL as of Q4 2016.

  • JNBA Financial Advisors reported no remaining CPFL Energia S.A. position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 311 CPFL Energia S.A. shares in Q4 2016, an estimated $5K.
  • JNBA Financial Advisors first reported a position in CPFL Energia S.A. in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's CPFL Energia S.A. position peaked at $5K in Q3 2016.
  • 76 funds tracked by Wall St. Rank held CPFL Energia S.A. as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.