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Cypress Wealth Advisors’s Enel Chile ENIC Stock Holding History

Cypress Wealth Advisors’s Portfolio ENIC Stock Details ENIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-10,208
Closed -$48K – 213
2016
Q3 		$48K Sell
10,208
-167
-2% -$922 0.02% 204
2016
Q2 		$60K Buy
+10,375
New +$59.3K 0.03% 188

Other funds holding ENIC

Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Cypress Wealth Advisors's ENIC Position: Q4 2016 in Review

Cypress Wealth Advisors sold out of Enel Chile (ENIC) in Q4 2016, closing a stake of 10,208 shares — an estimated $48K sold.

Cypress Wealth Advisors first reported a position in ENIC in Q2 2016 and held it in 2 quarters. The position peaked at $60K in Q2 2016. 101 funds tracked by Wall St. Rank hold ENIC as of Q4 2016.

  • Cypress Wealth Advisors reported no remaining Enel Chile position as of Q4 2016 after selling out during the quarter.
  • Cypress Wealth Advisors sold 10,208 Enel Chile shares in Q4 2016, an estimated $48K.
  • Cypress Wealth Advisors first reported a position in Enel Chile in Q2 2016 and held it in 2 quarters.
  • Cypress Wealth Advisors's Enel Chile position peaked at $60K in Q2 2016.
  • 101 funds tracked by Wall St. Rank held Enel Chile as of Q4 2016.

Based on Cypress Wealth Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.