Independent Portfolio Consultants’s EnerSys ENS Stock Holding History

Independent Portfolio Consultants’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	$11K	Sell	145 -395	-73%	-$31.1K	﹤0.01%	699
2017 Q1	$43K	Sell	540 -205	-28%	-$16K	0.01%	582
2016 Q4	$58K	Sell	745 -5	-0.7%	-$367	0.02%	527
2016 Q3	$52K	Sell	750 -290	-28%	-$19.3K	0.02%	531
2016 Q2	$62K	Buy	+1,040	New	+$61.4K	0.02%	519
2014 Q3	–	Sell	-6,340	Closed	-$436K	–	861
2014 Q2	$436K	Buy	6,340 +810	+15%	+$55K	0.12%	278
2014 Q1	$383K	Buy	5,530 +205	+4%	+$14.4K	0.12%	312
2013 Q4	$373K	Buy	+5,325	New	+$357K	0.13%	321

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

Independent Portfolio Consultants's ENS Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its EnerSys (ENS) stake by 73% in Q2 2017, selling an estimated $31.1K and leaving 145 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Independent Portfolio Consultants first reported a position in ENS in Q4 2013 and has held it in 8 quarters since. The position peaked at $436K in Q2 2014. 275 funds tracked by Wall St. Rank hold ENS as of Q2 2017.

Independent Portfolio Consultants held 145 shares of EnerSys worth $11K as of Q2 2017.
Independent Portfolio Consultants sold 395 EnerSys shares in Q2 2017, an estimated $31.1K.
EnerSys made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #699 holding.
Independent Portfolio Consultants first reported a position in EnerSys in Q4 2013 and has held it in 8 quarters since.
Independent Portfolio Consultants's EnerSys position peaked at $436K in Q2 2014.
275 funds tracked by Wall St. Rank held EnerSys as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.