WESPAC Advisors SoCal’s CEMIG Preferred Shares CIG Stock Holding History

WESPAC Advisors SoCal’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
2018 Q3	–	Sell	-123,743	Closed	-$116K	–	308
2018 Q2	$116K	Buy	+123,743	New	+$134K	0.07%	91

Other funds holding CIG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WESPAC Advisors SoCal's CIG Position: Q3 2018 in Review

WESPAC Advisors SoCal sold out of CEMIG Preferred Shares (CIG) in Q3 2018, closing a stake of 123,743 shares — an estimated $116K sold.

WESPAC Advisors SoCal first reported a position in CIG in Q2 2018 and held it in 1 quarter. The position peaked at $116K in Q2 2018. 106 funds tracked by Wall St. Rank hold CIG as of Q3 2018.

WESPAC Advisors SoCal reported no remaining CEMIG Preferred Shares position as of Q3 2018 after selling out during the quarter.
WESPAC Advisors SoCal sold 123,743 CEMIG Preferred Shares shares in Q3 2018, an estimated $116K.
WESPAC Advisors SoCal first reported a position in CEMIG Preferred Shares in Q2 2018 and held it in 1 quarter.
WESPAC Advisors SoCal's CEMIG Preferred Shares position peaked at $116K in Q2 2018.
106 funds tracked by Wall St. Rank held CEMIG Preferred Shares as of Q3 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2018, filed 22 Oct 2018.