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Avantax Planning Partners’s EnerSys ENS Stock Holding History

Avantax Planning Partners’s Portfolio ENS Stock Details ENS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-132
Closed -$12K – 536
2018
Q3 		$12K Buy
+132
New +$10.6K ﹤0.01% 826
2018
Q2 		– Sell
-133
Closed -$9K – 577
2018
Q1 		$9K Buy
+133
New +$9.46K ﹤0.01% 1092

Other funds holding ENS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Avantax Planning Partners's ENS Position: Q4 2018 in Review

Avantax Planning Partners sold out of EnerSys (ENS) in Q4 2018, closing a stake of 132 shares — an estimated $12K sold.

Avantax Planning Partners first reported a position in ENS in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q3 2018. 282 funds tracked by Wall St. Rank hold ENS as of Q4 2018.

  • Avantax Planning Partners reported no remaining EnerSys position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 132 EnerSys shares in Q4 2018, an estimated $12K.
  • Avantax Planning Partners first reported a position in EnerSys in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's EnerSys position peaked at $12K in Q3 2018.
  • 282 funds tracked by Wall St. Rank held EnerSys as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.