SWP
CPL

Strategic Wealth Partners’s CPFL Energia S.A. CPL Stock Holding History

Strategic Wealth Partners’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
2019
Q3 		– Sell
-158
Closed -$2K – 789
2019
Q2 		$2K Buy
+158
New +$2.37K ﹤0.01% 707

Other funds holding CPL

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Strategic Wealth Partners's CPL Position: Q3 2019 in Review

Strategic Wealth Partners sold out of CPFL Energia S.A. (CPL) in Q3 2019, closing a stake of 158 shares — an estimated $2K sold.

Strategic Wealth Partners first reported a position in CPL in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 35 funds tracked by Wall St. Rank hold CPL as of Q3 2019.

  • Strategic Wealth Partners reported no remaining CPFL Energia S.A. position as of Q3 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 158 CPFL Energia S.A. shares in Q3 2019, an estimated $2K.
  • Strategic Wealth Partners first reported a position in CPFL Energia S.A. in Q2 2019 and held it in 1 quarter.
  • Strategic Wealth Partners's CPFL Energia S.A. position peaked at $2K in Q2 2019.
  • 35 funds tracked by Wall St. Rank held CPFL Energia S.A. as of Q3 2019.

Based on Strategic Wealth Partners's 13F filing for Q3 2019, filed 28 Oct 2019.