Mount Yale Investment Advisors’s CEMIG Preferred Shares CIG Stock Holding History

Mount Yale Investment Advisors’s Portfolio CIG Stock Details CIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-53,902	Closed	-$96.2K	–	541
2023 Q4	$96.2K	Sell	53,902 -28,993	-35%	-$52.5K	0.01%	485
2023 Q3	$154K	Buy	+82,895	New	+$160K	0.02%	483
2019 Q4	–	Sell	-185,015	Closed	-$289K	–	326
2019 Q3	$289K	Buy	+185,015	New	+$341K	0.05%	269

Other funds holding CIG

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

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

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

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

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

Mount Yale Investment Advisors's CIG Position: Q1 2024 in Review

Mount Yale Investment Advisors sold out of CEMIG Preferred Shares (CIG) in Q1 2024, closing a stake of 53,902 shares — an estimated $96.2K sold.

Mount Yale Investment Advisors first reported a position in CIG in Q3 2019 and held it in 3 quarters. The position peaked at $289K in Q3 2019. 172 funds tracked by Wall St. Rank hold CIG as of Q1 2024.

Mount Yale Investment Advisors reported no remaining CEMIG Preferred Shares position as of Q1 2024 after selling out during the quarter.
Mount Yale Investment Advisors sold 53,902 CEMIG Preferred Shares shares in Q1 2024, an estimated $96.2K.
Mount Yale Investment Advisors first reported a position in CEMIG Preferred Shares in Q3 2019 and held it in 3 quarters.
Mount Yale Investment Advisors's CEMIG Preferred Shares position peaked at $289K in Q3 2019.
172 funds tracked by Wall St. Rank held CEMIG Preferred Shares as of Q1 2024.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.