Bartlett & Co Wealth Management’s ENI E Stock Holding History

Bartlett & Co 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 Q1	–	Sell	-2,765	Closed	-$85.6K	–	853
2019 Q4	$85.6K	Hold	2,765	–	–	﹤0.01%	426
2019 Q3	$84.3K	Hold	2,765	–	–	﹤0.01%	413
2019 Q2	$91.3K	Hold	2,765	–	–	﹤0.01%	339
2019 Q1	$97.4K	Hold	2,765	–	–	﹤0.01%	323
2018 Q4	$87.1K	Hold	2,765	–	–	﹤0.01%	323
2018 Q3	$104K	Buy	+2,765	New	+$104K	﹤0.01%	322

Other funds holding E

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

PPA

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

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

Bartlett & Co Wealth Management's E Position: Q1 2020 in Review

Bartlett & Co Wealth Management sold out of ENI (E) in Q1 2020, closing a stake of 2,765 shares — an estimated $85.6K sold.

Bartlett & Co Wealth Management first reported a position in E in Q3 2018 and held it in 6 quarters. The position peaked at $104K in Q3 2018. 131 funds tracked by Wall St. Rank hold E as of Q1 2020.

Bartlett & Co Wealth Management reported no remaining ENI position as of Q1 2020 after selling out during the quarter.
Bartlett & Co Wealth Management sold 2,765 ENI shares in Q1 2020, an estimated $85.6K.
Bartlett & Co Wealth Management first reported a position in ENI in Q3 2018 and held it in 6 quarters.
Bartlett & Co Wealth Management's ENI position peaked at $104K in Q3 2018.
131 funds tracked by Wall St. Rank held ENI as of Q1 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2020, filed 13 Feb 2024.