TPWA
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TRUE Private Wealth Advisors’s ENI E Stock Holding History

TRUE Private 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
2018
Q4 		– Sell
-305
Closed -$11.7K – 420
2018
Q3 		$11.7K Buy
+305
New +$11.5K ﹤0.01% 722

Other funds holding E

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TRUE Private Wealth Advisors's E Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of ENI (E) in Q4 2018, closing a stake of 305 shares — an estimated $11.7K sold.

TRUE Private Wealth Advisors first reported a position in E in Q3 2018 and held it in 1 quarter. The position peaked at $11.7K in Q3 2018. 179 funds tracked by Wall St. Rank hold E as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining ENI position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 305 ENI shares in Q4 2018, an estimated $11.7K.
  • TRUE Private Wealth Advisors first reported a position in ENI in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's ENI position peaked at $11.7K in Q3 2018.
  • 179 funds tracked by Wall St. Rank held ENI as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.