Evoke Wealth’s ENI E Stock Holding History

Evoke Wealth’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
2020 Q3	–	Sell	-59	Closed	-$1K	–	1041
2020 Q2	$1K	Hold	59	–	–	﹤0.01%	959
2020 Q1	$1.17K	Buy	+59	New	+$1.5K	﹤0.01%	902
2019 Q4	–	Sell	-42	Closed	-$1.32K	–	1302
2019 Q3	$1.32K	Buy	+42	New	+$1.3K	﹤0.01%	1278

Other funds holding E

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BIP

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evoke Wealth's E Position: Q3 2020 in Review

Evoke Wealth sold out of ENI (E) in Q3 2020, closing a stake of 59 shares — an estimated $1K sold.

Evoke Wealth first reported a position in E in Q3 2019 and held it in 3 quarters. The position peaked at $1.32K in Q3 2019. 115 funds tracked by Wall St. Rank hold E as of Q3 2020.

Evoke Wealth reported no remaining ENI position as of Q3 2020 after selling out during the quarter.
Evoke Wealth sold 59 ENI shares in Q3 2020, an estimated $1K.
Evoke Wealth first reported a position in ENI in Q3 2019 and held it in 3 quarters.
Evoke Wealth's ENI position peaked at $1.32K in Q3 2019.
115 funds tracked by Wall St. Rank held ENI as of Q3 2020.

Based on Evoke Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.