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Obermeyer Wealth Partners’s Enphase Energy ENPH Stock Holding History

Obermeyer Wealth Partners’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
2014
Q2 		– Sell
-10,000
Closed -$74K – 68
2014
Q1 		$74K Buy
+10,000
New +$77.4K 0.02% 60

Other funds holding ENPH

TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Vanguard Group
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

Obermeyer Wealth Partners's ENPH Position: Q2 2014 in Review

Obermeyer Wealth Partners sold out of Enphase Energy (ENPH) in Q2 2014, closing a stake of 10,000 shares — an estimated $74K sold.

Obermeyer Wealth Partners first reported a position in ENPH in Q1 2014 and held it in 1 quarter. The position peaked at $74K in Q1 2014. 78 funds tracked by Wall St. Rank hold ENPH as of Q2 2014.

  • Obermeyer Wealth Partners reported no remaining Enphase Energy position as of Q2 2014 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 10,000 Enphase Energy shares in Q2 2014, an estimated $74K.
  • Obermeyer Wealth Partners first reported a position in Enphase Energy in Q1 2014 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Enphase Energy position peaked at $74K in Q1 2014.
  • 78 funds tracked by Wall St. Rank held Enphase Energy as of Q2 2014.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2014, filed 18 Jul 2014.