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Wealthspire Advisors (Maryland)’s EnerSys ENS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-10
Closed -$1K – 911
2019
Q1 		$1K Buy
+10
New +$756 ﹤0.01% 2324
2017
Q4 		– Sell
-790
Closed -$55K – 2460
2017
Q3 		$55K Sell
790
-17
-2% -$1.16K 0.01% 937
2017
Q2 		$58K Buy
807
+801
+13,350% +$63.1K 0.01% 893
2017
Q1 		$0 Hold
6
– – ﹤0.01% 1945
2016
Q4 		$0 Hold
6
– – ﹤0.01% 1770
2016
Q3 		$0 Hold
6
– – ﹤0.01% 1748
2016
Q2 		$0 Hold
6
– – ﹤0.01% 1719
2016
Q1 		$0 Hold
6
– – ﹤0.01% 1766
2015
Q4 		$0 Buy
+6
New +$363 ﹤0.01% 1728

Other funds holding ENS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of EnerSys (ENS) in Q2 2019, closing a stake of 10 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in ENS in Q4 2015 and held it in 9 quarters. The position peaked at $58K in Q2 2017. 255 funds tracked by Wall St. Rank hold ENS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining EnerSys position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 10 EnerSys shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in EnerSys in Q4 2015 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s EnerSys position peaked at $58K in Q2 2017.
  • 255 funds tracked by Wall St. Rank held EnerSys as of Q2 2019.

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