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Mountain Capital Investment Advisors’s ENI E Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-211
Closed -$7K – 137
2017
Q3 		$7K Hold
211
– – 0.01% 311
2017
Q2 		$6K Buy
+211
New +$6.7K 0.01% 353

Other funds holding E

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mountain Capital Investment Advisors's E Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of ENI (E) in Q4 2017, closing a stake of 211 shares — an estimated $7K sold.

Mountain Capital Investment Advisors first reported a position in E in Q2 2017 and held it in 2 quarters. The position peaked at $7K in Q3 2017. 158 funds tracked by Wall St. Rank hold E as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining ENI position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 211 ENI shares in Q4 2017, an estimated $7K.
  • Mountain Capital Investment Advisors first reported a position in ENI in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's ENI position peaked at $7K in Q3 2017.
  • 158 funds tracked by Wall St. Rank held ENI as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.