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Ecofin Advisors’s EnerSys ENS Stock Holding History

Ecofin Advisors’s Portfolio ENS Stock Details ENS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-64,357
Closed -$4.43M – 68
2014
Q2 		$4.43M Sell
64,357
-10,618
-14% -$722K 0.75% 35
2014
Q1 		$5.2M Sell
74,975
-108,750
-59% -$7.63M 1.13% 31
2013
Q4 		$12.9M Buy
183,725
+171,170
+1,363% +$11.5M 3.24% 15
2013
Q3 		$207K Sell
12,555
-185,452
-94% -$9.96M 2.18% 15
2013
Q2 		$9.71M Buy
+198,007
New +$9.38M 2.2% 17

Other funds holding ENS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ecofin Advisors's ENS Position: Q3 2014 in Review

Ecofin Advisors sold out of EnerSys (ENS) in Q3 2014, closing a stake of 64,357 shares — an estimated $4.43M sold.

Ecofin Advisors first reported a position in ENS in Q2 2013 and held it in 5 quarters. The position peaked at $12.9M in Q4 2013. 230 funds tracked by Wall St. Rank hold ENS as of Q3 2014.

  • Ecofin Advisors reported no remaining EnerSys position as of Q3 2014 after selling out during the quarter.
  • Ecofin Advisors sold 64,357 EnerSys shares in Q3 2014, an estimated $4.43M.
  • Ecofin Advisors first reported a position in EnerSys in Q2 2013 and held it in 5 quarters.
  • Ecofin Advisors's EnerSys position peaked at $12.9M in Q4 2013.
  • 230 funds tracked by Wall St. Rank held EnerSys as of Q3 2014.

Based on Ecofin Advisors's 13F filing for Q3 2014, filed 28 Nov 2014.