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Wealthspire Advisors (Maryland)’s ENI E Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-654
Closed -$23K – 878
2019
Q1 		$23K Sell
654
-67
-9% -$2.27K ﹤0.01% 1215
2018
Q4 		$23K Sell
721
-134
-16% -$4.55K ﹤0.01% 1142
2018
Q3 		$32K Sell
855
-4
-0.5% -$151 ﹤0.01% 1119
2018
Q2 		$32K Sell
859
-5
-0.6% -$188 ﹤0.01% 1119
2018
Q1 		$31K Sell
864
-666
-44% -$23.1K ﹤0.01% 1149
2017
Q4 		$51K Buy
1,530
+425
+38% +$14K 0.01% 998
2017
Q3 		$37K Sell
1,105
-146
-12% -$4.6K ﹤0.01% 1077
2017
Q2 		$38K Buy
1,251
+907
+264% +$28.8K ﹤0.01% 1036
2017
Q1 		$11K Buy
344
+101
+42% +$3.2K ﹤0.01% 1297
2016
Q4 		$8K Sell
243
-449
-65% -$13.1K ﹤0.01% 1288
2016
Q3 		$20K Buy
692
+117
+20% +$3.56K ﹤0.01% 1054
2016
Q2 		$19K Buy
575
+32
+6% +$985 ﹤0.01% 1004
2016
Q1 		$16K Buy
543
+213
+65% +$6.05K ﹤0.01% 1038
2015
Q4 		$10K Buy
+330
New +$10.6K ﹤0.01% 1189

Other funds holding E

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s E Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of ENI (E) in Q2 2019, closing a stake of 654 shares — an estimated $23K sold.

Wealthspire Advisors (Maryland) first reported a position in E in Q4 2015 and held it in 14 quarters. The position peaked at $51K in Q4 2017. 162 funds tracked by Wall St. Rank hold E as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining ENI position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 654 ENI shares in Q2 2019, an estimated $23K.
  • Wealthspire Advisors (Maryland) first reported a position in ENI in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s ENI position peaked at $51K in Q4 2017.
  • 162 funds tracked by Wall St. Rank held ENI as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.