Legacy Financial Advisors’s ENI E Stock Holding History

Legacy Financial Advisors’s Portfolio E Stock Details E Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-753	Closed	-$27K	–	332
2019 Q1	$27K	Sell	753 -370	-33%	-$12.6K	0.01%	396
2018 Q4	$35K	Buy	1,123 +758	+208%	+$25.7K	0.01%	303
2018 Q3	$13K	Hold	365	–	–	﹤0.01%	452
2018 Q2	$14K	Hold	365	–	–	0.01%	443
2018 Q1	$13K	Buy	365 +16	+5%	+$555	0.01%	423
2017 Q4	$11K	Buy	+349	New	+$11.5K	﹤0.01%	448

Other funds holding E

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Legacy Financial Advisors's E Position: Q2 2019 in Review

Legacy Financial Advisors sold out of ENI (E) in Q2 2019, closing a stake of 753 shares — an estimated $27K sold.

Legacy Financial Advisors first reported a position in E in Q4 2017 and held it in 6 quarters. The position peaked at $35K in Q4 2018. 162 funds tracked by Wall St. Rank hold E as of Q2 2019.

Legacy Financial Advisors reported no remaining ENI position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 753 ENI shares in Q2 2019, an estimated $27K.
Legacy Financial Advisors first reported a position in ENI in Q4 2017 and held it in 6 quarters.
Legacy Financial Advisors's ENI position peaked at $35K in Q4 2018.
162 funds tracked by Wall St. Rank held ENI as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.