Tradition Wealth Management’s CEMIG Preferred Shares CIG Stock Holding History

Tradition Wealth Management’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	-7,136	Closed	-$13K	–	521
2023 Q4	$13K	Hold	7,136	–	–	﹤0.01%	940
2023 Q3	$13K	Hold	7,136	–	–	﹤0.01%	946
2023 Q2	$14K	Hold	7,136	–	–	﹤0.01%	959
2023 Q1	$12K	Hold	7,136	–	–	﹤0.01%	955
2022 Q4	$11K	Buy	+7,136	New	+$11.5K	﹤0.01%	880

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

Tradition Wealth Management's CIG Position: Q1 2024 in Review

Tradition Wealth Management sold out of CEMIG Preferred Shares (CIG) in Q1 2024, closing a stake of 7,136 shares — an estimated $13K sold.

Tradition Wealth Management first reported a position in CIG in Q4 2022 and held it in 5 quarters. The position peaked at $14K in Q2 2023. 172 funds tracked by Wall St. Rank hold CIG as of Q1 2024.

Tradition Wealth Management reported no remaining CEMIG Preferred Shares position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 7,136 CEMIG Preferred Shares shares in Q1 2024, an estimated $13K.
Tradition Wealth Management first reported a position in CEMIG Preferred Shares in Q4 2022 and held it in 5 quarters.
Tradition Wealth Management's CEMIG Preferred Shares position peaked at $14K in Q2 2023.
172 funds tracked by Wall St. Rank held CEMIG Preferred Shares as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.