JMPWA
ENOC

JP Morgan Private Wealth Advisors’s EnerNOC, Inc. ENOC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio ENOC Stock Details ENOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-10,670
Closed -$202K – 1118
2014
Q2 		$202K Sell
10,670
-2,290
-18% -$46.2K ﹤0.01% 830
2014
Q1 		$289K Buy
+12,960
New +$275K 0.01% 725

Other funds holding ENOC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PSAMP
P. Schoenfeld Asset Management (PSAM) New York $184M AUM 97.09% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ENOC Position: Q3 2014 in Review

JP Morgan Private Wealth Advisors sold out of EnerNOC, Inc. (ENOC) in Q3 2014, closing a stake of 10,670 shares — an estimated $202K sold.

JP Morgan Private Wealth Advisors first reported a position in ENOC in Q1 2014 and held it in 2 quarters. The position peaked at $289K in Q1 2014. 145 funds tracked by Wall St. Rank hold ENOC as of Q3 2014.

  • JP Morgan Private Wealth Advisors reported no remaining EnerNOC, Inc. position as of Q3 2014 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,670 EnerNOC, Inc. shares in Q3 2014, an estimated $202K.
  • JP Morgan Private Wealth Advisors first reported a position in EnerNOC, Inc. in Q1 2014 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's EnerNOC, Inc. position peaked at $289K in Q1 2014.
  • 145 funds tracked by Wall St. Rank held EnerNOC, Inc. as of Q3 2014.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2014, filed 6 Nov 2014.