Valeo Financial Advisors’s ENI E Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-2,766	Closed	-$68K	–	859
2021 Q1	$68K	Sell	2,766 -495	-15%	-$11.2K	﹤0.01%	750
2020 Q4	$67K	Buy	3,261 +2,720	+503%	+$49.2K	﹤0.01%	684
2020 Q3	$8K	Sell	541 -202	-27%	-$3.75K	﹤0.01%	1130
2020 Q2	$14K	Buy	743 +177	+31%	+$3.4K	﹤0.01%	1171
2020 Q1	$11K	Sell	566 -12	-2%	-$304	﹤0.01%	1054
2019 Q4	$18K	Hold	578	–	–	﹤0.01%	940
2019 Q3	$18K	Buy	578 +6	+1%	+$186	﹤0.01%	872
2019 Q2	$19K	Buy	572 +1	+0.2%	+$33	﹤0.01%	860
2019 Q1	$20K	Buy	571 +16	+3%	+$543	﹤0.01%	787
2018 Q4	$17K	Hold	555	–	–	﹤0.01%	747
2018 Q3	$20K	Hold	555	–	–	﹤0.01%	776
2018 Q2	$20K	Buy	555 +21	+4%	+$788	﹤0.01%	760
2018 Q1	$19K	Buy	534 +21	+4%	+$729	﹤0.01%	729
2017 Q4	$17K	Hold	513	–	–	﹤0.01%	704
2017 Q3	$17K	Buy	+513	New	+$16.2K	﹤0.01%	585

Other funds holding E

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BIP

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Valeo Financial Advisors's E Position: Q2 2021 in Review

Valeo Financial Advisors sold out of ENI (E) in Q2 2021, closing a stake of 2,766 shares — an estimated $68K sold.

Valeo Financial Advisors first reported a position in E in Q3 2017 and held it in 15 quarters. The position peaked at $68K in Q1 2021. 130 funds tracked by Wall St. Rank hold E as of Q2 2021.

Valeo Financial Advisors reported no remaining ENI position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 2,766 ENI shares in Q2 2021, an estimated $68K.
Valeo Financial Advisors first reported a position in ENI in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's ENI position peaked at $68K in Q1 2021.
130 funds tracked by Wall St. Rank held ENI as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.