WFG Advisors’s CEMIG Preferred Shares CIG Stock Holding History

WFG Advisors’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
2015 Q2	–	Sell	-4,104	Closed	-$9K	–	1677
2015 Q1	$9K	Sell	4,104 -1,807	-31%	-$3.94K	﹤0.01%	1227
2014 Q4	$15K	Sell	5,911 -7,235	-55%	-$20.5K	﹤0.01%	1321
2014 Q3	$42K	Hold	13,146	–	–	0.01%	990
2014 Q2	$54K	Sell	13,146 -2,811	-18%	-$10.7K	0.01%	884
2014 Q1	$55K	Sell	15,957 -12,086	-43%	-$35.5K	0.01%	875
2013 Q4	$85K	Sell	28,043 -29,083	-51%	-$96.4K	0.01%	799
2013 Q3	$192K	Sell	57,126 -18,056	-24%	-$61.3K	0.03%	494
2013 Q2	$263K	Buy	+75,182	New	+$304K	0.04%	400

Other funds holding CIG

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

WFG Advisors's CIG Position: Q2 2015 in Review

WFG Advisors sold out of CEMIG Preferred Shares (CIG) in Q2 2015, closing a stake of 4,104 shares — an estimated $9K sold.

WFG Advisors first reported a position in CIG in Q2 2013 and held it in 8 quarters. The position peaked at $263K in Q2 2013. 154 funds tracked by Wall St. Rank hold CIG as of Q2 2015.

WFG Advisors reported no remaining CEMIG Preferred Shares position as of Q2 2015 after selling out during the quarter.
WFG Advisors sold 4,104 CEMIG Preferred Shares shares in Q2 2015, an estimated $9K.
WFG Advisors first reported a position in CEMIG Preferred Shares in Q2 2013 and held it in 8 quarters.
WFG Advisors's CEMIG Preferred Shares position peaked at $263K in Q2 2013.
154 funds tracked by Wall St. Rank held CEMIG Preferred Shares as of Q2 2015.

Based on WFG Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.