Holistic Financial Partners’s EnerSys ENS Stock Holding History

Holistic Financial Partners’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
2018 Q2	–	Sell	-64	Closed	-$4K	–	139
2018 Q1	$4K	Hold	64	–	–	﹤0.01%	387
2017 Q4	$4K	Buy	+64	New	+$4.38K	﹤0.01%	391

Other funds holding ENS

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

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

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

Janus Henderson Group London $209B AUM 37.72% 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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Holistic Financial Partners's ENS Position: Q2 2018 in Review

Holistic Financial Partners sold out of EnerSys (ENS) in Q2 2018, closing a stake of 64 shares — an estimated $4K sold.

Holistic Financial Partners first reported a position in ENS in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 273 funds tracked by Wall St. Rank hold ENS as of Q2 2018.

Holistic Financial Partners reported no remaining EnerSys position as of Q2 2018 after selling out during the quarter.
Holistic Financial Partners sold 64 EnerSys shares in Q2 2018, an estimated $4K.
Holistic Financial Partners first reported a position in EnerSys in Q4 2017 and held it in 2 quarters.
Holistic Financial Partners's EnerSys position peaked at $4K in Q1 2018.
273 funds tracked by Wall St. Rank held EnerSys as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.