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Integrated Wealth Management (Palm Desert)’s Energizer ENR Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio ENR Stock Details ENR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-27
Closed -$1K – 442
2016
Q3 		$1K Hold
27
– – ﹤0.01% 1137
2016
Q2 		$1K Hold
27
– – ﹤0.01% 1162
2016
Q1 		$1K Hold
27
– – ﹤0.01% 1085
2015
Q4 		$1K Buy
+27
New +$1.03K ﹤0.01% 1175

Other funds holding ENR

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s ENR Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Energizer (ENR) in Q4 2016, closing a stake of 27 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ENR in Q4 2015 and held it in 4 quarters. The position peaked at $1K in Q3 2016. 290 funds tracked by Wall St. Rank hold ENR as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Energizer position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 27 Energizer shares in Q4 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Energizer in Q4 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Energizer position peaked at $1K in Q3 2016.
  • 290 funds tracked by Wall St. Rank held Energizer as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.