Advisor Group’s Enphase Energy ENPH Stock Holding History

Advisor Group’s Portfolio ENPH Stock Details ENPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$87K	Buy	3,361 +1,200	+56%	+$27.3K	﹤0.01%	3036
2019 Q3	$47K	Buy	2,161 +661	+44%	+$16.9K	﹤0.01%	3440
2019 Q2	$27K	Sell	1,500 -500	-25%	-$6.88K	﹤0.01%	3773
2019 Q1	$19K	Hold	2,000	–	–	﹤0.01%	4006
2018 Q4	$9K	Hold	2,000	–	–	﹤0.01%	4252
2018 Q3	$9K	Hold	2,000	–	–	﹤0.01%	4333
2018 Q2	$13K	Sell	2,000 -500	-20%	-$2.58K	﹤0.01%	3933
2018 Q1	$12K	Hold	2,500	–	–	﹤0.01%	3975
2017 Q4	$6K	Buy	2,500 +1,500	+150%	+$3.14K	﹤0.01%	4334
2017 Q3	$2K	Hold	1,000	–	–	﹤0.01%	4533
2017 Q2	$1K	Buy	+1,000	New	+$990	﹤0.01%	4621
2016 Q4	–	Sell	-1,000	Closed	-$1K	–	4533
2016 Q3	$1K	Buy	+1,000	New	+$1.76K	﹤0.01%	4290

Other funds holding ENPH

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

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

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

KGA

KPCB GGF Associates Menlo Park, California $157M AUM

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Advisor Group's ENPH Position: Q4 2019 in Review

Advisor Group increased its Enphase Energy (ENPH) stake by 56% in Q4 2019, buying an estimated $27.3K and bringing the position to 3,361 shares worth $87K. The position accounts for ﹤0.01% of the portfolio, ranked #3036.

Advisor Group first reported a position in ENPH in Q3 2016 and has held it in 12 quarters since. 210 funds tracked by Wall St. Rank hold ENPH as of Q4 2019.

Advisor Group held 3,361 shares of Enphase Energy worth $87K as of Q4 2019.
Advisor Group bought 1,200 Enphase Energy shares in Q4 2019, an estimated $27.3K.
Enphase Energy made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3036 holding.
Advisor Group first reported a position in Enphase Energy in Q3 2016 and has held it in 12 quarters since.
210 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.