WA
CPL

WealthTrust-Arizona’s CPFL Energia S.A. CPL Stock Holding History

WealthTrust-Arizona’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
2014
Q4 		– Sell
-63
Closed -$1K – 691
2014
Q3 		$1K Hold
63
– – ﹤0.01% 625
2014
Q2 		$1K Hold
63
– – ﹤0.01% 618
2014
Q1 		$1K Hold
63
– – ﹤0.01% 669
2013
Q4 		$1K Hold
63
– – ﹤0.01% 635
2013
Q3 		$1K Hold
63
– – ﹤0.01% 634
2013
Q2 		$1K Buy
+63
New +$1.24K ﹤0.01% 616

Other funds holding CPL

MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WealthTrust-Arizona's CPL Position: Q4 2014 in Review

WealthTrust-Arizona sold out of CPFL Energia S.A. (CPL) in Q4 2014, closing a stake of 63 shares — an estimated $1K sold.

WealthTrust-Arizona first reported a position in CPL in Q2 2013 and held it in 6 quarters. The position peaked at $1K in Q3 2014. 100 funds tracked by Wall St. Rank hold CPL as of Q4 2014.

  • WealthTrust-Arizona reported no remaining CPFL Energia S.A. position as of Q4 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 63 CPFL Energia S.A. shares in Q4 2014, an estimated $1K.
  • WealthTrust-Arizona first reported a position in CPFL Energia S.A. in Q2 2013 and held it in 6 quarters.
  • WealthTrust-Arizona's CPFL Energia S.A. position peaked at $1K in Q3 2014.
  • 100 funds tracked by Wall St. Rank held CPFL Energia S.A. as of Q4 2014.

Based on WealthTrust-Arizona's 13F filing for Q4 2014, filed 22 Jan 2015.