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
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthcare Capital Management's ESGR Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Enstar Group (ESGR) in Q2 2021, closing a stake of 12 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in ESGR in Q1 2015 and held it in 5 quarters. The position peaked at $50K in Q1 2015. 180 funds tracked by Wall St. Rank hold ESGR as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Enstar Group position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 12 Enstar Group shares in Q2 2021, an estimated $3K.
  • Wealthcare Capital Management first reported a position in Enstar Group in Q1 2015 and held it in 5 quarters.
  • Wealthcare Capital Management's Enstar Group position peaked at $50K in Q1 2015.
  • 180 funds tracked by Wall St. Rank held Enstar Group as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.