Laird Norton Wetherby Wealth Management’s CPFL Energia S.A. CPL Stock Holding History

Laird Norton Wetherby Wealth Management’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
2018 Q1	–	Sell	-10,586	Closed	-$121K	–	706
2017 Q4	$121K	Sell	10,586 -1,930	-15%	-$29K	0.02%	625
2017 Q3	$215K	Buy	12,516 +420	+3%	+$7.15K	0.03%	545
2017 Q2	$193K	Sell	12,096 -265	-2%	-$4.29K	0.03%	536
2017 Q1	$202K	Buy	12,361 +1,652	+15%	+$26.8K	0.04%	529
2016 Q4	$165K	Buy	+10,709	New	+$158K	0.03%	507
2014 Q4	–	Sell	-13,999	Closed	-$206K	–	469
2014 Q3	$206K	Buy	13,999 +1,332	+11%	+$22.7K	0.06%	401
2014 Q2	$218K	Buy	12,667 +523	+4%	+$8.48K	0.06%	385
2014 Q1	$187K	Buy	+12,144	New	+$170K	0.05%	401

Other funds holding CPL

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

MWNA

Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's CPL Position: Q1 2018 in Review

Laird Norton Wetherby Wealth Management sold out of CPFL Energia S.A. (CPL) in Q1 2018, closing a stake of 10,586 shares — an estimated $121K sold.

Laird Norton Wetherby Wealth Management first reported a position in CPL in Q1 2014 and held it in 8 quarters. The position peaked at $218K in Q2 2014. 47 funds tracked by Wall St. Rank hold CPL as of Q1 2018.

Laird Norton Wetherby Wealth Management reported no remaining CPFL Energia S.A. position as of Q1 2018 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 10,586 CPFL Energia S.A. shares in Q1 2018, an estimated $121K.
Laird Norton Wetherby Wealth Management first reported a position in CPFL Energia S.A. in Q1 2014 and held it in 8 quarters.
Laird Norton Wetherby Wealth Management's CPFL Energia S.A. position peaked at $218K in Q2 2014.
47 funds tracked by Wall St. Rank held CPFL Energia S.A. as of Q1 2018.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2018, filed 4 May 2018.