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Brendel Financial Advisors’s eHealth EHTH Stock Holding History

Brendel Financial Advisors’s Portfolio EHTH Stock Details EHTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-16,265
Closed -$2.29M – 81
2020
Q1 		$2.29M Sell
16,265
-7,567
-32% -$867K 2.7% 10
2019
Q4 		$2.29M Buy
+23,832
New +$1.85M 1.95% 17

Other funds holding EHTH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Brendel Financial Advisors's EHTH Position: Q2 2020 in Review

Brendel Financial Advisors sold out of eHealth (EHTH) in Q2 2020, closing a stake of 16,265 shares — an estimated $2.29M sold.

Brendel Financial Advisors first reported a position in EHTH in Q4 2019 and held it in 2 quarters. The position peaked at $2.29M in Q1 2020. 253 funds tracked by Wall St. Rank hold EHTH as of Q2 2020.

  • Brendel Financial Advisors reported no remaining eHealth position as of Q2 2020 after selling out during the quarter.
  • Brendel Financial Advisors sold 16,265 eHealth shares in Q2 2020, an estimated $2.29M.
  • Brendel Financial Advisors first reported a position in eHealth in Q4 2019 and held it in 2 quarters.
  • Brendel Financial Advisors's eHealth position peaked at $2.29M in Q1 2020.
  • 253 funds tracked by Wall St. Rank held eHealth as of Q2 2020.

Based on Brendel Financial Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.