WAM
ESNC

Wealthspire Advisors (Maryland)’s EnSync Inc ESNC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ESNC Stock Details ESNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-37,651
Closed -$15K – 2764
2017
Q4 		$15K Sell
37,651
-79,219
-68% -$34.3K ﹤0.01% 1447
2017
Q3 		$60K Buy
+116,870
New +$48.1K 0.01% 904

Other funds holding ESNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
ICM Asset Management Spokane, Washington $18.1M AUM 30.29% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ESNC Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of EnSync Inc (ESNC) in Q1 2018, closing a stake of 37,651 shares — an estimated $15K sold.

Wealthspire Advisors (Maryland) first reported a position in ESNC in Q3 2017 and held it in 2 quarters. The position peaked at $60K in Q3 2017. 23 funds tracked by Wall St. Rank hold ESNC as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining EnSync Inc position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 37,651 EnSync Inc shares in Q1 2018, an estimated $15K.
  • Wealthspire Advisors (Maryland) first reported a position in EnSync Inc in Q3 2017 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s EnSync Inc position peaked at $60K in Q3 2017.
  • 23 funds tracked by Wall St. Rank held EnSync Inc as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.