AllSquare Wealth Management’s ENI E Stock Holding History

AllSquare Wealth Management’s Portfolio E Stock Details E Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-444	Closed	-$7K	–	465
2020 Q3	$7K	Hold	444	–	–	0.01%	360
2020 Q2	$9K	Hold	444	–	–	0.01%	348
2020 Q1	$9K	Hold	444	–	–	0.01%	317
2019 Q4	$14K	Hold	444	–	–	0.01%	296
2019 Q3	$14K	Hold	444	–	–	0.01%	295
2019 Q2	$15K	Hold	444	–	–	0.01%	292
2019 Q1	$16K	Hold	444	–	–	0.01%	274
2018 Q4	$14K	Hold	444	–	–	0.01%	274
2018 Q3	$17K	Buy	+444	New	+$16.7K	0.01%	284

Other funds holding E

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

PPA

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AllSquare Wealth Management's E Position: Q4 2020 in Review

AllSquare Wealth Management sold out of ENI (E) in Q4 2020, closing a stake of 444 shares — an estimated $7K sold.

AllSquare Wealth Management first reported a position in E in Q3 2018 and held it in 9 quarters. The position peaked at $17K in Q3 2018. 121 funds tracked by Wall St. Rank hold E as of Q4 2020.

AllSquare Wealth Management reported no remaining ENI position as of Q4 2020 after selling out during the quarter.
AllSquare Wealth Management sold 444 ENI shares in Q4 2020, an estimated $7K.
AllSquare Wealth Management first reported a position in ENI in Q3 2018 and held it in 9 quarters.
AllSquare Wealth Management's ENI position peaked at $17K in Q3 2018.
121 funds tracked by Wall St. Rank held ENI as of Q4 2020.

Based on AllSquare Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.