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Avantax Planning Partners’s Energizer ENR Stock Holding History

Avantax Planning Partners’s Portfolio ENR Stock Details ENR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,098
Closed -$206K – 287
2019
Q4 		$206K Buy
+4,098
New +$189K 0.01% 289
2018
Q4 		– Sell
-4,207
Closed -$247K – 535
2018
Q3 		$247K Buy
4,207
+109
+3% +$6.86K 0.02% 216
2018
Q2 		$258K Sell
4,098
-138
-3% -$8.11K 0.02% 197
2018
Q1 		$252K Buy
+4,236
New +$228K 0.02% 262

Other funds holding ENR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Avantax Planning Partners's ENR Position: Q1 2020 in Review

Avantax Planning Partners sold out of Energizer (ENR) in Q1 2020, closing a stake of 4,098 shares — an estimated $206K sold.

Avantax Planning Partners first reported a position in ENR in Q1 2018 and held it in 4 quarters. The position peaked at $258K in Q2 2018. 270 funds tracked by Wall St. Rank hold ENR as of Q1 2020.

  • Avantax Planning Partners reported no remaining Energizer position as of Q1 2020 after selling out during the quarter.
  • Avantax Planning Partners sold 4,098 Energizer shares in Q1 2020, an estimated $206K.
  • Avantax Planning Partners first reported a position in Energizer in Q1 2018 and held it in 4 quarters.
  • Avantax Planning Partners's Energizer position peaked at $258K in Q2 2018.
  • 270 funds tracked by Wall St. Rank held Energizer as of Q1 2020.

Based on Avantax Planning Partners's 13F filing for Q1 2020, filed 27 Apr 2020.