Castle Financial & Retirement Planning Associates’s ENI E Stock Holding History

Castle Financial & Retirement Planning Associates’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 Q4	$12K	Buy	+400	New	+$11.2K	0.04%	91

Other funds holding E

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

BIP

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

Castle Financial & Retirement Planning Associates's E Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in ENI (E) in Q4 2021: 400 shares worth $12K. The stake represents 0.04% of the portfolio and ranks #91 among its holdings.

163 funds tracked by Wall St. Rank hold E as of Q4 2021.

Castle Financial & Retirement Planning Associates held 400 shares of ENI worth $12K as of Q4 2021.
ENI was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
ENI made up 0.04% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #91 holding.
163 funds tracked by Wall St. Rank held ENI as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.