RFA
ENH

Reilly Financial Advisors’s Endurance Specialty Holdings Ltd ENH Stock Holding History

Reilly Financial Advisors’s Portfolio ENH Stock Details ENH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-40
Closed -$3K – 923
2016
Q2 		$3K Buy
+40
New +$2.62K ﹤0.01% 699

Other funds holding ENH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Reilly Financial Advisors's ENH Position: Q3 2016 in Review

Reilly Financial Advisors sold out of Endurance Specialty Holdings Ltd (ENH) in Q3 2016, closing a stake of 40 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in ENH in Q2 2016 and held it in 1 quarter. The position peaked at $3K in Q2 2016. 267 funds tracked by Wall St. Rank hold ENH as of Q3 2016.

  • Reilly Financial Advisors reported no remaining Endurance Specialty Holdings Ltd position as of Q3 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 40 Endurance Specialty Holdings Ltd shares in Q3 2016, an estimated $3K.
  • Reilly Financial Advisors first reported a position in Endurance Specialty Holdings Ltd in Q2 2016 and held it in 1 quarter.
  • Reilly Financial Advisors's Endurance Specialty Holdings Ltd position peaked at $3K in Q2 2016.
  • 267 funds tracked by Wall St. Rank held Endurance Specialty Holdings Ltd as of Q3 2016.

Based on Reilly Financial Advisors's 13F filing for Q3 2016, filed 26 Oct 2016.