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Meridian Wealth Management’s CenterPoint Energy CNP Stock Holding History

Meridian Wealth Management’s Portfolio CNP Stock Details CNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-12,970
Closed -$359K – 163
2018
Q3 		$359K Buy
12,970
+1,125
+9% +$31.5K 0.15% 117
2018
Q2 		$328K Buy
+11,845
New +$311K 0.15% 128

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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meridian Wealth Management's CNP Position: Q4 2018 in Review

Meridian Wealth Management sold out of CenterPoint Energy (CNP) in Q4 2018, closing a stake of 12,970 shares — an estimated $359K sold.

Meridian Wealth Management first reported a position in CNP in Q2 2018 and held it in 2 quarters. The position peaked at $359K in Q3 2018. 621 funds tracked by Wall St. Rank hold CNP as of Q4 2018.

  • Meridian Wealth Management reported no remaining CenterPoint Energy position as of Q4 2018 after selling out during the quarter.
  • Meridian Wealth Management sold 12,970 CenterPoint Energy shares in Q4 2018, an estimated $359K.
  • Meridian Wealth Management first reported a position in CenterPoint Energy in Q2 2018 and held it in 2 quarters.
  • Meridian Wealth Management's CenterPoint Energy position peaked at $359K in Q3 2018.
  • 621 funds tracked by Wall St. Rank held CenterPoint Energy as of Q4 2018.

Based on Meridian Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.