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Stevens First Principles Investment Advisors’s Enphase Energy ENPH Stock Holding History

Stevens First Principles Investment Advisors’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
2017
Q1 		– Sell
-1,965
Closed -$2K – 164
2016
Q4 		$2K Hold
1,965
– – ﹤0.01% 162
2016
Q3 		$2K Buy
+1,965
New +$3.46K ﹤0.01% 146

Other funds holding ENPH

TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
T
Tinicum New York $67.3M AUM 7.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Stevens First Principles Investment Advisors's ENPH Position: Q1 2017 in Review

Stevens First Principles Investment Advisors sold out of Enphase Energy (ENPH) in Q1 2017, closing a stake of 1,965 shares — an estimated $2K sold.

Stevens First Principles Investment Advisors first reported a position in ENPH in Q3 2016 and held it in 2 quarters. The position peaked at $2K in Q4 2016. 55 funds tracked by Wall St. Rank hold ENPH as of Q1 2017.

  • Stevens First Principles Investment Advisors reported no remaining Enphase Energy position as of Q1 2017 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 1,965 Enphase Energy shares in Q1 2017, an estimated $2K.
  • Stevens First Principles Investment Advisors first reported a position in Enphase Energy in Q3 2016 and held it in 2 quarters.
  • Stevens First Principles Investment Advisors's Enphase Energy position peaked at $2K in Q4 2016.
  • 55 funds tracked by Wall St. Rank held Enphase Energy as of Q1 2017.

Based on Stevens First Principles Investment Advisors's 13F filing for Q1 2017, filed 2 May 2017.