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Wealthspire Advisors (Maryland)’s Energizer ENR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ENR Stock Details ENR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-105
Closed -$5K – 910
2019
Q1 		$5K Buy
105
+31
+42% +$1.43K ﹤0.01% 1814
2018
Q4 		$3K Buy
74
+7
+10% +$372 ﹤0.01% 1932
2018
Q3 		$4K Hold
67
– – ﹤0.01% 1890
2018
Q2 		$4K Buy
67
+22
+49% +$1.29K ﹤0.01% 1875
2018
Q1 		$3K Buy
45
+5
+13% +$270 ﹤0.01% 2009
2017
Q4 		$2K Sell
40
-128
-76% -$5.88K ﹤0.01% 2111
2017
Q3 		$8K Sell
168
-6
-3% -$270 ﹤0.01% 1646
2017
Q2 		$8K Sell
174
-224
-56% -$12.2K ﹤0.01% 1608
2017
Q1 		$22K Buy
+398
New +$21K ﹤0.01% 1046

Other funds holding ENR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Energizer (ENR) in Q2 2019, closing a stake of 105 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in ENR in Q1 2017 and held it in 9 quarters. The position peaked at $22K in Q1 2017. 288 funds tracked by Wall St. Rank hold ENR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Energizer position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 105 Energizer shares in Q2 2019, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in Energizer in Q1 2017 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Energizer position peaked at $22K in Q1 2017.
  • 288 funds tracked by Wall St. Rank held Energizer as of Q2 2019.

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