OneDigital Investment Advisors’s ENI E Stock Holding History

OneDigital 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
2019 Q3	–	Sell	-1,170	Closed	-$39K	–	703
2019 Q2	$39K	Hold	1,170	–	–	﹤0.01%	621
2019 Q1	$41K	Sell	1,170 -215	-16%	-$7.3K	0.01%	531
2018 Q4	$44K	Sell	1,385 -65	-4%	-$2.21K	0.01%	483
2018 Q3	$55K	Sell	1,450 -95	-6%	-$3.58K	0.01%	390
2018 Q2	$57K	Sell	1,545 -130	-8%	-$4.88K	0.01%	464
2018 Q1	$59K	Hold	1,675	–	–	0.01%	475
2017 Q4	$56K	Hold	1,675	–	–	0.01%	473
2017 Q3	$55K	Hold	1,675	–	–	0.02%	363
2017 Q2	$50K	Buy	+1,675	New	+$53.2K	0.01%	474

Other funds holding E

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OneDigital Investment Advisors's E Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of ENI (E) in Q3 2019, closing a stake of 1,170 shares — an estimated $39K sold.

OneDigital Investment Advisors first reported a position in E in Q2 2017 and held it in 9 quarters. The position peaked at $59K in Q1 2018. 150 funds tracked by Wall St. Rank hold E as of Q3 2019.

OneDigital Investment Advisors reported no remaining ENI position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 1,170 ENI shares in Q3 2019, an estimated $39K.
OneDigital Investment Advisors first reported a position in ENI in Q2 2017 and held it in 9 quarters.
OneDigital Investment Advisors's ENI position peaked at $59K in Q1 2018.
150 funds tracked by Wall St. Rank held ENI as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.