Bill Hagerty sold CI Equity+ Asset Allocation ETF Fund (TO: CEQP)
Bill Hagerty (R-TN), a U.S. Senator, has disclosed 1 trade in CI Equity+ Asset Allocation ETF Fund (CEQP) since 2023, a single purchase, worth an estimated $75K in disclosed volume (the midpoint of the dollar ranges members report, not exact amounts).
The trade highlighted here is a sale: Bill Hagerty sold $50,001 - $100,000 of CI Equity+ Asset Allocation ETF Fund (TO: CEQP) on November 6, 2023. Since that trade, CEQP is down -24.59% against the S&P 500 up +72.73%, an outperformance of -97.33%.
Data updated
Bill Hagerty's CEQP trades vs the price
CEQP is down -24.59% since Bill Hagerty sold on November 6, 2023, versus +72.73% for the S&P 500.
Performance since this trade
All Bill Hagerty CEQP trades
Bill Hagerty & CEQP trading FAQ
Is it legal for Bill Hagerty to trade CI Equity+ Asset Allocation ETF Fund (CEQP) stock?
Yes. Members of Congress are allowed to trade individual stocks, including CI Equity+ Asset Allocation ETF Fund (CEQP), but the STOCK Act of 2012 requires them to publicly disclose each transaction within 45 days. Quantellect tracks those disclosures; this page does not imply the trade was improper.
When did Bill Hagerty sell CEQP?
Bill Hagerty disclosed a sale of $50,001 - $100,000 of CI Equity+ Asset Allocation ETF Fund (CEQP) on November 6, 2023, according to public STOCK Act filings.
How has CEQP performed since Bill Hagerty's trade?
Since Bill Hagerty sold CEQP on November 6, 2023, the stock is down -24.59%, versus +72.73% for the S&P 500 over the same period, an outperformance of -97.33%.
How soon must members of Congress disclose a trade?
Under the STOCK Act, members of Congress must publicly report a covered transaction within 45 days of the trade. Filings can still be delayed, amended, or contain errors.
Where can I see all congressional CEQP trades?
Quantellect tracks every disclosed congressional trade in CI Equity+ Asset Allocation ETF Fund (CEQP) on the CI Equity+ Asset Allocation ETF Fund congressional trading page, which aggregates filings across all members of Congress.
Bill Hagerty's CEQP tradesAll congressional filings for CI Equity+ Asset Allocation ETF FundBill Hagerty's full profile
Not investment advice. Congressional trading data is sourced from public STOCK Act disclosures, which are filed with a delay and may contain errors or be revised. Estimated prices and post-trade returns are derived algorithmically from public filings and end-of-day market data and describe historical activity, not a recommendation. Always do your own research and consult a licensed financial advisor before making investment decisions.