SGA
ENS icon

Strategic Global Advisors’s EnerSys ENS Stock Holding History

Strategic Global Advisors’s Portfolio ENS Stock Details ENS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-4,028
Closed -$292K – 170
2017
Q2 		$292K Sell
4,028
-2,260
-36% -$178K 0.11% 136
2017
Q1 		$496K Sell
6,288
-5,790
-48% -$452K 0.18% 106
2016
Q4 		$943K Buy
+12,078
New +$886K 0.35% 83

Other funds holding ENS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Strategic Global Advisors's ENS Position: Q3 2017 in Review

Strategic Global Advisors sold out of EnerSys (ENS) in Q3 2017, closing a stake of 4,028 shares — an estimated $292K sold.

Strategic Global Advisors first reported a position in ENS in Q4 2016 and held it in 3 quarters. The position peaked at $943K in Q4 2016. 261 funds tracked by Wall St. Rank hold ENS as of Q3 2017.

  • Strategic Global Advisors reported no remaining EnerSys position as of Q3 2017 after selling out during the quarter.
  • Strategic Global Advisors sold 4,028 EnerSys shares in Q3 2017, an estimated $292K.
  • Strategic Global Advisors first reported a position in EnerSys in Q4 2016 and held it in 3 quarters.
  • Strategic Global Advisors's EnerSys position peaked at $943K in Q4 2016.
  • 261 funds tracked by Wall St. Rank held EnerSys as of Q3 2017.

Based on Strategic Global Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.