WCM
ESGR

Wealthcare Capital Management’s Enstar Group ESGR Stock Holding History

Wealthcare Capital Management’s Portfolio ESGR Stock Details ESGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-12
Closed -$3K – 264
2021
Q1 		$3K Buy
+12
New +$2.72K ﹤0.01% 478
2016
Q1 		– Sell
-65
Closed -$10K – 218
2015
Q4 		$10K Hold
65
– – ﹤0.01% 140
2015
Q3 		$10K Hold
65
– – ﹤0.01% 154
2015
Q2 		$10K Sell
65
-285
-81% -$42.5K ﹤0.01% 202
2015
Q1 		$50K Buy
+350
New +$48.9K 0.01% 250

Other funds holding ESGR

HA
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SPC
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Canada Pension Plan Investment Board
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Vanguard Group
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return