Enlightenment Research’s Penumbra PEN Stock Holding History

Enlightenment Research’s Portfolio PEN Stock Details PEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-100	Closed	-$12K	–	498
2018 Q4	$12K	Buy	+100	New	+$13.4K	0.01%	550

Other funds holding PEN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Enlightenment Research's PEN Position: Q1 2019 in Review

Enlightenment Research sold out of Penumbra (PEN) in Q1 2019, closing a stake of 100 shares — an estimated $12K sold.

Enlightenment Research first reported a position in PEN in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 198 funds tracked by Wall St. Rank hold PEN as of Q1 2019.

Enlightenment Research reported no remaining Penumbra position as of Q1 2019 after selling out during the quarter.
Enlightenment Research sold 100 Penumbra shares in Q1 2019, an estimated $12K.
Enlightenment Research first reported a position in Penumbra in Q4 2018 and held it in 1 quarter.
Enlightenment Research's Penumbra position peaked at $12K in Q4 2018.
198 funds tracked by Wall St. Rank held Penumbra as of Q1 2019.

Based on Enlightenment Research's 13F filing for Q1 2019, filed 3 May 2019.