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Waverly Advisors’s ENI E Stock Holding History

Waverly 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
2015
Q4 		– Sell
-43
Closed -$1K – 195
2015
Q3 		$1K Hold
43
– – ﹤0.01% 413
2015
Q2 		$2K Buy
+43
New +$1.58K ﹤0.01% 336
2014
Q1 		– Sell
-43
Closed -$2K – 725
2013
Q4 		$2K Hold
43
– – ﹤0.01% 775
2013
Q3 		$2K Buy
+43
New +$1.93K ﹤0.01% 535

Other funds holding E

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Waverly Advisors's E Position: Q4 2015 in Review

Waverly Advisors sold out of ENI (E) in Q4 2015, closing a stake of 43 shares — an estimated $1K sold.

Waverly Advisors first reported a position in E in Q3 2013 and held it in 4 quarters. The position peaked at $2K in Q2 2015. 132 funds tracked by Wall St. Rank hold E as of Q4 2015.

  • Waverly Advisors reported no remaining ENI position as of Q4 2015 after selling out during the quarter.
  • Waverly Advisors sold 43 ENI shares in Q4 2015, an estimated $1K.
  • Waverly Advisors first reported a position in ENI in Q3 2013 and held it in 4 quarters.
  • Waverly Advisors's ENI position peaked at $2K in Q2 2015.
  • 132 funds tracked by Wall St. Rank held ENI as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.