McKinley Capital Management’s EnerSys ENS Stock Holding History

McKinley Capital Management’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 Q4	–	Sell	-1,640	Closed	-$113K	–	342
2017 Q3	$113K	Sell	1,640 -120	-7%	-$8.21K	﹤0.01%	313
2017 Q2	$128K	Sell	1,760 -4,146	-70%	-$326K	﹤0.01%	320
2017 Q1	$466K	Buy	+5,906	New	+$461K	0.02%	280
2016 Q1	–	Sell	-2,184	Closed	-$122K	–	360
2015 Q4	$122K	Sell	2,184 -1,986	-48%	-$120K	0.01%	319
2015 Q3	$223K	Sell	4,170 -470	-10%	-$27.1K	0.01%	307
2015 Q2	$326K	Sell	4,640 -250	-5%	-$17.2K	0.01%	296
2015 Q1	$314K	Hold	4,890	–	–	0.01%	289
2014 Q4	$302K	Sell	4,890 -560	-10%	-$33K	0.01%	291
2014 Q3	$320K	Sell	5,450 -670	-11%	-$42.8K	0.01%	280
2014 Q2	$421K	Sell	6,120 -400	-6%	-$27.2K	0.02%	250
2014 Q1	$452K	Sell	6,520 -1,383	-17%	-$97K	0.02%	294
2013 Q4	$554K	Buy	+7,903	New	+$530K	0.02%	289

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

McKinley Capital Management's ENS Position: Q4 2017 in Review

McKinley Capital Management sold out of EnerSys (ENS) in Q4 2017, closing a stake of 1,640 shares — an estimated $113K sold.

McKinley Capital Management first reported a position in ENS in Q4 2013 and held it in 12 quarters. The position peaked at $554K in Q4 2013. 259 funds tracked by Wall St. Rank hold ENS as of Q4 2017.

McKinley Capital Management reported no remaining EnerSys position as of Q4 2017 after selling out during the quarter.
McKinley Capital Management sold 1,640 EnerSys shares in Q4 2017, an estimated $113K.
McKinley Capital Management first reported a position in EnerSys in Q4 2013 and held it in 12 quarters.
McKinley Capital Management's EnerSys position peaked at $554K in Q4 2013.
259 funds tracked by Wall St. Rank held EnerSys as of Q4 2017.

Based on McKinley Capital Management's 13F filing for Q4 2017, filed 8 Feb 2018.