National Penn Investors Trust’s EnerSys ENS Stock Holding History

National Penn Investors Trust’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
2016 Q1	$4.23M	Buy	75,953 +565	+0.7%	+$29.2K	0.49%	49
2015 Q4	$4.22M	Buy	75,388 +1,309	+2%	+$79.2K	0.47%	49
2015 Q3	$3.97M	Buy	74,079 +3,176	+4%	+$183K	0.46%	49
2015 Q2	$4.98M	Buy	70,903 +1,637	+2%	+$112K	0.54%	43
2015 Q1	$4.45M	Buy	69,266 +516	+0.8%	+$32.2K	0.47%	46
2014 Q4	$4.24M	Sell	68,750 -571	-0.8%	-$33.7K	0.48%	43
2014 Q3	$4.06M	Buy	69,321 +694	+1%	+$44.4K	0.48%	48
2014 Q2	$4.72M	Buy	68,627 +214	+0.3%	+$14.5K	0.55%	41
2014 Q1	$4.74M	Sell	68,413 -5,408	-7%	-$379K	0.56%	39
2013 Q4	$5.17M	Buy	73,821 +1,338	+2%	+$89.8K	0.58%	40
2013 Q3	$4.39M	Buy	72,483 +73	+0.1%	+$3.92K	0.54%	41
2013 Q2	$3.55M	Buy	+72,410	New	+$3.43M	0.45%	47

Other funds holding ENS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

National Penn Investors Trust's ENS Position: Q1 2016 in Review

National Penn Investors Trust increased its EnerSys (ENS) stake by 0.75% in Q1 2016, buying an estimated $29.2K and bringing the position to 75,953 shares worth $4.23M. The position accounts for 0.49% of the portfolio, ranked #49.

National Penn Investors Trust first reported a position in ENS in Q2 2013 and has held it in 12 quarters since. The position peaked at $5.17M in Q4 2013. 224 funds tracked by Wall St. Rank hold ENS as of Q1 2016.

National Penn Investors Trust held 75,953 shares of EnerSys worth $4.23M as of Q1 2016.
National Penn Investors Trust bought 565 EnerSys shares in Q1 2016, an estimated $29.2K.
EnerSys made up 0.49% of National Penn Investors Trust's portfolio in Q1 2016, its #49 holding.
National Penn Investors Trust first reported a position in EnerSys in Q2 2013 and has held it in 12 quarters since.
National Penn Investors Trust's EnerSys position peaked at $5.17M in Q4 2013.
224 funds tracked by Wall St. Rank held EnerSys as of Q1 2016.

Based on National Penn Investors Trust's 13F filing for Q1 2016, filed 11 May 2016.