BRWA
ESNC

B. Riley Wealth Advisors’s EnSync Inc ESNC Stock Holding History

B. Riley Wealth Advisors’s Portfolio ESNC Stock Details ESNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-15,500
Closed -$8K – 681
2017
Q3 		$8K Hold
15,500
– – ﹤0.01% 540
2017
Q2 		$6K Sell
15,500
-2,000
-11% -$1.17K ﹤0.01% 522
2017
Q1 		$11K Buy
17,500
+2,000
+13% +$1.24K ﹤0.01% 514
2016
Q4 		$12K Sell
15,500
-39,000
-72% -$35.6K ﹤0.01% 531
2016
Q3 		$54K Buy
54,500
+20,000
+58% +$11.6K 0.01% 595
2016
Q2 		$13K Hold
34,500
– – ﹤0.01% 609
2016
Q1 		$10K Buy
34,500
+5,000
+17% +$1.62K ﹤0.01% 552
2015
Q4 		$12K Sell
29,500
-25,000
-46% -$11.7K ﹤0.01% 560
2015
Q3 		$31K Buy
+54,500
New +$37.7K 0.01% 543
2015
Q1 		– Sell
-20,000
Closed -$56 – 2720
2014
Q4 		$56 Sell
20,000
-20,000
-50% -$12.8K ﹤0.01% 2039
2014
Q3 		$22K Hold
40,000
– – 0.01% 623
2014
Q2 		$64.8K Buy
40,000
+5,000
+14% +$8.09K 0.02% 910
2014
Q1 		$61K Buy
+35,000
New +$47.1K 0.02% 716

Other funds holding ESNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
ICM Asset Management Spokane, Washington $18.1M AUM 30.29% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

B. Riley Wealth Advisors's ESNC Position: Q4 2017 in Review

B. Riley Wealth Advisors sold out of EnSync Inc (ESNC) in Q4 2017, closing a stake of 15,500 shares — an estimated $8K sold.

B. Riley Wealth Advisors first reported a position in ESNC in Q1 2014 and held it in 13 quarters. The position peaked at $64.8K in Q2 2014. 23 funds tracked by Wall St. Rank hold ESNC as of Q4 2017.

  • B. Riley Wealth Advisors reported no remaining EnSync Inc position as of Q4 2017 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 15,500 EnSync Inc shares in Q4 2017, an estimated $8K.
  • B. Riley Wealth Advisors first reported a position in EnSync Inc in Q1 2014 and held it in 13 quarters.
  • B. Riley Wealth Advisors's EnSync Inc position peaked at $64.8K in Q2 2014.
  • 23 funds tracked by Wall St. Rank held EnSync Inc as of Q4 2017.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2017, filed 15 Feb 2018.