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Wealthcare Capital Management’s EnerSys ENS Stock Holding History

Wealthcare Capital Management’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
2014
Q4 		– Sell
-87
Closed -$6K – 218
2014
Q3 		$6K Buy
+87
New +$5.56K ﹤0.01% 200

Other funds holding ENS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wealthcare Capital Management's ENS Position: Q4 2014 in Review

Wealthcare Capital Management sold out of EnerSys (ENS) in Q4 2014, closing a stake of 87 shares — an estimated $6K sold.

Wealthcare Capital Management first reported a position in ENS in Q3 2014 and held it in 1 quarter. The position peaked at $6K in Q3 2014. 211 funds tracked by Wall St. Rank hold ENS as of Q4 2014.

  • Wealthcare Capital Management reported no remaining EnerSys position as of Q4 2014 after selling out during the quarter.
  • Wealthcare Capital Management sold 87 EnerSys shares in Q4 2014, an estimated $6K.
  • Wealthcare Capital Management first reported a position in EnerSys in Q3 2014 and held it in 1 quarter.
  • Wealthcare Capital Management's EnerSys position peaked at $6K in Q3 2014.
  • 211 funds tracked by Wall St. Rank held EnerSys as of Q4 2014.

Based on Wealthcare Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.