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Morgens Waterfall Vintiadis & Co’s Essent Group ESNT Stock Holding History

Morgens Waterfall Vintiadis & Co’s Portfolio ESNT Stock Details ESNT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-120,000
Closed -$2.7M – 40
2014
Q1 		$2.7M Buy
120,000
+35,000
+41% +$786K 1.63% 25
2013
Q4 		$2.05M Buy
+85,000
New +$2.05M 1.4% 31