Berman Capital Advisors’s ENI E Stock Holding History

Berman Capital Advisors’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
2021 Q3	$4K	Buy	176 +58	+49%	+$1.41K	﹤0.01%	1478
2021 Q2	$2K	Hold	118	–	–	﹤0.01%	1581
2021 Q1	$2K	Hold	118	–	–	﹤0.01%	1498
2020 Q4	$2K	Sell	118 -64	-35%	-$1.16K	﹤0.01%	1390
2020 Q3	$2K	Buy	182 +44	+32%	+$817	﹤0.01%	1279
2020 Q2	$2K	Sell	138 -177	-56%	-$3.4K	﹤0.01%	1260
2020 Q1	$6K	Buy	315 +293	+1,332%	+$7.43K	﹤0.01%	830
2019 Q4	$0	Sell	22 -9	-29%	-$276	﹤0.01%	1477
2019 Q3	$0	Sell	31 -75	-71%	-$2.32K	﹤0.01%	1469
2019 Q2	$3K	Hold	106	–	–	﹤0.01%	1078
2019 Q1	$3K	Hold	106	–	–	﹤0.01%	993
2018 Q4	$2K	Buy	+106	New	+$3.6K	﹤0.01%	855

Other funds holding E

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Berman Capital Advisors's E Position: Q3 2021 in Review

Berman Capital Advisors increased its ENI (E) stake by 49% in Q3 2021, buying an estimated $1.41K and bringing the position to 176 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

Berman Capital Advisors first reported a position in E in Q4 2018 and has held it in 12 quarters since. The position peaked at $6K in Q1 2020. 136 funds tracked by Wall St. Rank hold E as of Q3 2021.

Berman Capital Advisors held 176 shares of ENI worth $4K as of Q3 2021.
Berman Capital Advisors bought 58 ENI shares in Q3 2021, an estimated $1.41K.
ENI made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1478 holding.
Berman Capital Advisors first reported a position in ENI in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's ENI position peaked at $6K in Q1 2020.
136 funds tracked by Wall St. Rank held ENI as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.