MWPCG
EOCC

Measured Wealth Private Client Group’s Enel Generacion Chile S.A. EOCC Stock Holding History

Measured Wealth Private Client Group’s Portfolio EOCC Stock Details EOCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-55
Closed -$1K – 836
2018
Q3 		$1K Buy
+55
New +$1.11K ﹤0.01% 827

Other funds holding EOCC

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Measured Wealth Private Client Group's EOCC Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Enel Generacion Chile S.A. (EOCC) in Q4 2018, closing a stake of 55 shares — an estimated $1K sold.

Measured Wealth Private Client Group first reported a position in EOCC in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 11 funds tracked by Wall St. Rank hold EOCC as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Enel Generacion Chile S.A. position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 55 Enel Generacion Chile S.A. shares in Q4 2018, an estimated $1K.
  • Measured Wealth Private Client Group first reported a position in Enel Generacion Chile S.A. in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Enel Generacion Chile S.A. position peaked at $1K in Q3 2018.
  • 11 funds tracked by Wall St. Rank held Enel Generacion Chile S.A. as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.