Liberty Wealth Management’s Companhia Paranaense de Energia (COPEL) ELP Stock Holding History

Liberty Wealth Management’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
2020 Q4	–	Sell	-648	Closed	-$3K	–	978
2020 Q3	$3K	Sell	648 -877	-58%	-$4.09K	﹤0.01%	703
2020 Q2	$7K	Sell	1,525 -345	-18%	-$1.53K	﹤0.01%	545
2020 Q1	$8K	Buy	1,870 +152	+9%	+$936	0.01%	497
2019 Q4	$11K	Buy	1,718 +528	+44%	+$2.99K	0.01%	516
2019 Q3	$6K	Buy	1,190 +67	+6%	+$338	0.01%	605
2019 Q2	$6K	Sell	1,123 -177	-14%	-$783	0.01%	619
2019 Q1	$4K	Buy	1,300 +1,050	+420%	+$3.9K	﹤0.01%	565
2018 Q4	$0	Buy	+250	New	+$739	﹤0.01%	763

Other funds holding ELP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Liberty Wealth Management's ELP Position: Q4 2020 in Review

Liberty Wealth Management sold out of Companhia Paranaense de Energia (COPEL) (ELP) in Q4 2020, closing a stake of 648 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in ELP in Q4 2018 and held it in 8 quarters. The position peaked at $11K in Q4 2019. 92 funds tracked by Wall St. Rank hold ELP as of Q4 2020.

Liberty Wealth Management reported no remaining Companhia Paranaense de Energia (COPEL) position as of Q4 2020 after selling out during the quarter.
Liberty Wealth Management sold 648 Companhia Paranaense de Energia (COPEL) shares in Q4 2020, an estimated $3K.
Liberty Wealth Management first reported a position in Companhia Paranaense de Energia (COPEL) in Q4 2018 and held it in 8 quarters.
Liberty Wealth Management's Companhia Paranaense de Energia (COPEL) position peaked at $11K in Q4 2019.
92 funds tracked by Wall St. Rank held Companhia Paranaense de Energia (COPEL) as of Q4 2020.

Based on Liberty Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.