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BDO Wealth Advisors’s Enphase Energy ENPH Stock Holding History

BDO Wealth Advisors’s Portfolio ENPH Stock Details ENPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-50,000
Closed -$243K – 571
2018
Q3 		$243K Hold
50,000
– – 0.08% 138
2018
Q2 		$337K Buy
+50,000
New +$259K 0.11% 113

Other funds holding ENPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TGM
Tenzing Global Management San Francisco, California $216M AUM 75.21% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BTP
Bloom Tree Partners New York $215M AUM 17.45% 1-Year Est. Return

BDO Wealth Advisors's ENPH Position: Q4 2018 in Review

BDO Wealth Advisors sold out of Enphase Energy (ENPH) in Q4 2018, closing a stake of 50,000 shares — an estimated $243K sold.

BDO Wealth Advisors first reported a position in ENPH in Q2 2018 and held it in 2 quarters. The position peaked at $337K in Q2 2018. 96 funds tracked by Wall St. Rank hold ENPH as of Q4 2018.

  • BDO Wealth Advisors reported no remaining Enphase Energy position as of Q4 2018 after selling out during the quarter.
  • BDO Wealth Advisors sold 50,000 Enphase Energy shares in Q4 2018, an estimated $243K.
  • BDO Wealth Advisors first reported a position in Enphase Energy in Q2 2018 and held it in 2 quarters.
  • BDO Wealth Advisors's Enphase Energy position peaked at $337K in Q2 2018.
  • 96 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2018.

Based on BDO Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.