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B. Riley Wealth Advisors’s EnerSys ENS Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-83
Closed -$5K – 969
2014
Q4 		$5K Buy
+83
New +$4.9K ﹤0.01% 3143
2014
Q3 		– Sell
-7
Closed -$467 – 996
2014
Q2 		$467 Buy
+7
New +$476 ﹤0.01% 2331

Other funds holding ENS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

B. Riley Wealth Advisors's ENS Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of EnerSys (ENS) in Q1 2015, closing a stake of 83 shares — an estimated $5K sold.

B. Riley Wealth Advisors first reported a position in ENS in Q2 2014 and held it in 2 quarters. The position peaked at $5K in Q4 2014. 218 funds tracked by Wall St. Rank hold ENS as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining EnerSys position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 83 EnerSys shares in Q1 2015, an estimated $5K.
  • B. Riley Wealth Advisors first reported a position in EnerSys in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's EnerSys position peaked at $5K in Q4 2014.
  • 218 funds tracked by Wall St. Rank held EnerSys as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.