WAM
CPL

Wealthspire Advisors (Maryland)’s CPFL Energia S.A. CPL Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q3 		– Sell
-23
Closed – – 2563
2017
Q2 		$0 Buy
23
+8
+53% +$129 ﹤0.01% 2334
2017
Q1 		$0 Buy
+15
New +$243 ﹤0.01% 2070

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Bank of America
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PPA
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Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return
State Street
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CI
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Wealthspire Advisors (Maryland)'s CPL Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of CPFL Energia S.A. (CPL) in Q3 2017, closing a stake of 23 shares.

Wealthspire Advisors (Maryland) first reported a position in CPL in Q1 2017 and held it in 2 quarters. The position peaked at $0 in Q2 2017. 67 funds tracked by Wall St. Rank hold CPL as of Q3 2017.

  • Wealthspire Advisors (Maryland) reported no remaining CPFL Energia S.A. position as of Q3 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 23 CPFL Energia S.A. shares in Q3 2017.
  • Wealthspire Advisors (Maryland) first reported a position in CPFL Energia S.A. in Q1 2017 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s CPFL Energia S.A. position peaked at $0 in Q2 2017.
  • 67 funds tracked by Wall St. Rank held CPFL Energia S.A. as of Q3 2017.

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