GW
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GW & Wade’s Enphase Energy ENPH Stock Holding History

GW & Wade’s Portfolio ENPH Stock Details ENPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-45,000
Closed -$108K – 235
2017
Q4 		$108K Buy
+45,000
New +$94.2K 0.01% 212
2017
Q2 		– Sell
-45,000
Closed -$62K – 237
2017
Q1 		$62K Hold
45,000
– – 0.01% 240
2016
Q4 		$45K Hold
45,000
– – 0.01% 223
2016
Q3 		$53K Buy
45,000
+20,000
+80% +$35.2K 0.01% 227
2016
Q2 		$50K Buy
+25,000
New +$54.9K 0.01% 232

Other funds holding ENPH

ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
TGM
Tenzing Global Management San Francisco, California $216M AUM 75.21% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

GW & Wade's ENPH Position: Q1 2018 in Review

GW & Wade sold out of Enphase Energy (ENPH) in Q1 2018, closing a stake of 45,000 shares — an estimated $108K sold.

GW & Wade first reported a position in ENPH in Q2 2016 and held it in 5 quarters. The position peaked at $108K in Q4 2017. 77 funds tracked by Wall St. Rank hold ENPH as of Q1 2018.

  • GW & Wade reported no remaining Enphase Energy position as of Q1 2018 after selling out during the quarter.
  • GW & Wade sold 45,000 Enphase Energy shares in Q1 2018, an estimated $108K.
  • GW & Wade first reported a position in Enphase Energy in Q2 2016 and held it in 5 quarters.
  • GW & Wade's Enphase Energy position peaked at $108K in Q4 2017.
  • 77 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2018.

Based on GW & Wade's 13F filing for Q1 2018, filed 4 May 2018.