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SkyOak Wealth’s CEMIG Preferred Shares CIG Stock Holding History

SkyOak Wealth’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
Q4 		– Sell
-144,264
Closed -$297K – 261
2024
Q3 		$297K Sell
144,264
-8,089
-5% -$16.1K 0.07% 170
2024
Q2 		$268K Sell
152,353
-15,058
-9% -$28.8K 0.06% 193
2024
Q1 		$318K Buy
167,411
+14,670
+10% +$26.3K 0.08% 179
2023
Q4 		$273K Sell
152,741
-919
-0.6% -$1.67K 0.07% 199
2023
Q3 		$286K Buy
+153,660
New +$297K 0.08% 173
2022
Q3 		– Sell
-109,097
Closed -$170K – 224
2022
Q2 		$170K Buy
+109,097
New +$191K 0.06% 200

Other funds holding CIG

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return

SkyOak Wealth's CIG Position: Q4 2024 in Review

SkyOak Wealth sold out of CEMIG Preferred Shares (CIG) in Q4 2024, closing a stake of 144,264 shares — an estimated $297K sold.

SkyOak Wealth first reported a position in CIG in Q2 2022 and held it in 6 quarters. The position peaked at $318K in Q1 2024. 166 funds tracked by Wall St. Rank hold CIG as of Q4 2024.

  • SkyOak Wealth reported no remaining CEMIG Preferred Shares position as of Q4 2024 after selling out during the quarter.
  • SkyOak Wealth sold 144,264 CEMIG Preferred Shares shares in Q4 2024, an estimated $297K.
  • SkyOak Wealth first reported a position in CEMIG Preferred Shares in Q2 2022 and held it in 6 quarters.
  • SkyOak Wealth's CEMIG Preferred Shares position peaked at $318K in Q1 2024.
  • 166 funds tracked by Wall St. Rank held CEMIG Preferred Shares as of Q4 2024.

Based on SkyOak Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.