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MSI Financial Services’s Enphase Energy ENPH Stock Holding History

MSI Financial Services’s Portfolio ENPH Stock Details ENPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$1K Hold
1,000
– – ﹤0.01% 3646
2016
Q3 		$1K Buy
+1,000
New +$1.76K ﹤0.01% 3673

Other funds holding ENPH

TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
T
Tinicum New York $67.3M AUM 7.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
DL
Delta Lloyd Amsterdam, Netherlands $3.56B AUM 18.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MSI Financial Services's ENPH Position: Q4 2016 in Review

MSI Financial Services held its Enphase Energy (ENPH) position steady in Q4 2016 at 1,000 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #3646.

MSI Financial Services first reported a position in ENPH in Q3 2016 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold ENPH as of Q4 2016.

  • MSI Financial Services held 1,000 shares of Enphase Energy worth $1K as of Q4 2016.
  • MSI Financial Services left its Enphase Energy share count unchanged in Q4 2016.
  • Enphase Energy made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3646 holding.
  • MSI Financial Services first reported a position in Enphase Energy in Q3 2016 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.