Ropes Wealth Advisors’s ENI E Stock Holding History

Ropes Wealth 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
2017 Q2	–	Sell	-350	Closed	-$11K	–	534
2017 Q1	$11K	Hold	350	–	–	﹤0.01%	443
2016 Q4	$11K	Buy	+350	New	+$10.2K	﹤0.01%	439

Other funds holding E

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

BIP

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

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

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

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

Ropes Wealth Advisors's E Position: Q2 2017 in Review

Ropes Wealth Advisors sold out of ENI (E) in Q2 2017, closing a stake of 350 shares — an estimated $11K sold.

Ropes Wealth Advisors first reported a position in E in Q4 2016 and held it in 2 quarters. The position peaked at $11K in Q1 2017. 126 funds tracked by Wall St. Rank hold E as of Q2 2017.

Ropes Wealth Advisors reported no remaining ENI position as of Q2 2017 after selling out during the quarter.
Ropes Wealth Advisors sold 350 ENI shares in Q2 2017, an estimated $11K.
Ropes Wealth Advisors first reported a position in ENI in Q4 2016 and held it in 2 quarters.
Ropes Wealth Advisors's ENI position peaked at $11K in Q1 2017.
126 funds tracked by Wall St. Rank held ENI as of Q2 2017.

Based on Ropes Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.