Evercore Wealth Management’s EnerSys ENS Stock Holding History

Evercore Wealth Management’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
2017 Q2	–	Sell	-22	Closed	-$2K	–	986
2017 Q1	$2K	Hold	22	–	–	﹤0.01%	945
2016 Q4	$2K	Buy	+22	New	+$1.61K	﹤0.01%	944

Other funds holding ENS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Evercore Wealth Management's ENS Position: Q2 2017 in Review

Evercore Wealth Management sold out of EnerSys (ENS) in Q2 2017, closing a stake of 22 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in ENS in Q4 2016 and held it in 2 quarters. The position peaked at $2K in Q1 2017. 275 funds tracked by Wall St. Rank hold ENS as of Q2 2017.

Evercore Wealth Management reported no remaining EnerSys position as of Q2 2017 after selling out during the quarter.
Evercore Wealth Management sold 22 EnerSys shares in Q2 2017, an estimated $2K.
Evercore Wealth Management first reported a position in EnerSys in Q4 2016 and held it in 2 quarters.
Evercore Wealth Management's EnerSys position peaked at $2K in Q1 2017.
275 funds tracked by Wall St. Rank held EnerSys as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.