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Litman Gregory Wealth Management’s Entergy ETR Stock Holding History

Litman Gregory Wealth Management’s Portfolio ETR Stock Details ETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-114
Closed -$6K – 205
2020
Q3 		$6K Buy
+114
New +$5.64K ﹤0.01% 167

Other funds holding ETR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Litman Gregory Wealth Management's ETR Position: Q4 2020 in Review

Litman Gregory Wealth Management sold out of Entergy (ETR) in Q4 2020, closing a stake of 114 shares — an estimated $6K sold.

Litman Gregory Wealth Management first reported a position in ETR in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 665 funds tracked by Wall St. Rank hold ETR as of Q4 2020.

  • Litman Gregory Wealth Management reported no remaining Entergy position as of Q4 2020 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 114 Entergy shares in Q4 2020, an estimated $6K.
  • Litman Gregory Wealth Management first reported a position in Entergy in Q3 2020 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Entergy position peaked at $6K in Q3 2020.
  • 665 funds tracked by Wall St. Rank held Entergy as of Q4 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2020, filed 5 Feb 2021.