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Wealthspire Advisors (Maryland)’s CEMIG Preferred Shares CIG Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q3 		– Sell
-224
Closed – – 2274
2017
Q2 		$0 Buy
224
+98
+78% +$130 ﹤0.01% 2201
2017
Q1 		$0 Buy
+126
New +$196 ﹤0.01% 1928

Other funds holding CIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CIG Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of CEMIG Preferred Shares (CIG) in Q3 2017, closing a stake of 224 shares.

Wealthspire Advisors (Maryland) first reported a position in CIG in Q1 2017 and held it in 2 quarters. The position peaked at $0 in Q2 2017. 109 funds tracked by Wall St. Rank hold CIG as of Q3 2017.

  • Wealthspire Advisors (Maryland) reported no remaining CEMIG Preferred Shares position as of Q3 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 224 CEMIG Preferred Shares shares in Q3 2017.
  • Wealthspire Advisors (Maryland) first reported a position in CEMIG Preferred Shares in Q1 2017 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s CEMIG Preferred Shares position peaked at $0 in Q2 2017.
  • 109 funds tracked by Wall St. Rank held CEMIG Preferred Shares as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.