Financial Gravity Asset Management’s ENI E Stock Holding History

Financial Gravity Asset Management’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
2019 Q4	$31K	Sell	59 -10	-14%	-$306	0.02%	851
2019 Q3	$2K	Sell	69 -297	-81%	-$9.19K	﹤0.01%	876
2019 Q2	$12K	Sell	366 -263	-42%	-$8.69K	0.01%	549
2019 Q1	$22K	Buy	+629	New	+$21.3K	0.02%	427
2018 Q3	$48K	Buy	1,372 +1,126	+458%	+$42.4K	0.05%	334
2018 Q2	$9K	Buy	246 +30	+14%	+$1.13K	0.01%	584
2018 Q1	$8K	Buy	+216	New	+$7.5K	0.01%	616

Other funds holding E

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

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

PPA

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

Financial Gravity Asset Management's E Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its ENI (E) stake by 14% in Q4 2019, selling an estimated $306 and leaving 59 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #851.

Financial Gravity Asset Management first reported a position in E in Q1 2018 and has held it in 7 quarters since. The position peaked at $48K in Q3 2018. 148 funds tracked by Wall St. Rank hold E as of Q4 2019.

Financial Gravity Asset Management held 59 shares of ENI worth $31K as of Q4 2019.
Financial Gravity Asset Management sold 10 ENI shares in Q4 2019, an estimated $306.
ENI made up 0.02% of Financial Gravity Asset Management's portfolio in Q4 2019, its #851 holding.
Financial Gravity Asset Management first reported a position in ENI in Q1 2018 and has held it in 7 quarters since.
Financial Gravity Asset Management's ENI position peaked at $48K in Q3 2018.
148 funds tracked by Wall St. Rank held ENI as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.