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BDO Wealth Advisors’s Energizer ENR Stock Holding History

BDO Wealth Advisors’s Portfolio ENR Stock Details ENR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-640
Closed -$29K – 622
2018
Q4 		$29K Hold
640
– – 0.01% 304
2018
Q3 		$38K Hold
640
– – 0.01% 317
2018
Q2 		$40K Buy
+640
New +$37.6K 0.01% 320

Other funds holding ENR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

BDO Wealth Advisors's ENR Position: Q1 2019 in Review

BDO Wealth Advisors sold out of Energizer (ENR) in Q1 2019, closing a stake of 640 shares — an estimated $29K sold.

BDO Wealth Advisors first reported a position in ENR in Q2 2018 and held it in 3 quarters. The position peaked at $40K in Q2 2018. 337 funds tracked by Wall St. Rank hold ENR as of Q1 2019.

  • BDO Wealth Advisors reported no remaining Energizer position as of Q1 2019 after selling out during the quarter.
  • BDO Wealth Advisors sold 640 Energizer shares in Q1 2019, an estimated $29K.
  • BDO Wealth Advisors first reported a position in Energizer in Q2 2018 and held it in 3 quarters.
  • BDO Wealth Advisors's Energizer position peaked at $40K in Q2 2018.
  • 337 funds tracked by Wall St. Rank held Energizer as of Q1 2019.

Based on BDO Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.