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WFG Advisors’s ENI E Stock Holding History

WFG Advisors’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
2015
Q1 		– Sell
-75
Closed -$3K – 1831
2014
Q4 		$3K Hold
75
– – ﹤0.01% 1758
2014
Q3 		$4K Hold
75
– – ﹤0.01% 1709
2014
Q2 		$4K Hold
75
– – ﹤0.01% 1694
2014
Q1 		$4K Sell
75
-140
-65% -$6.63K ﹤0.01% 1664
2013
Q4 		$10K Hold
215
– – ﹤0.01% 1567
2013
Q3 		$10K Hold
215
– – ﹤0.01% 1510
2013
Q2 		$9K Buy
+215
New +$9.86K ﹤0.01% 1481

Other funds holding E

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

WFG Advisors's E Position: Q1 2015 in Review

WFG Advisors sold out of ENI (E) in Q1 2015, closing a stake of 75 shares — an estimated $3K sold.

WFG Advisors first reported a position in E in Q2 2013 and held it in 7 quarters. The position peaked at $10K in Q4 2013. 146 funds tracked by Wall St. Rank hold E as of Q1 2015.

  • WFG Advisors reported no remaining ENI position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 75 ENI shares in Q1 2015, an estimated $3K.
  • WFG Advisors first reported a position in ENI in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's ENI position peaked at $10K in Q4 2013.
  • 146 funds tracked by Wall St. Rank held ENI as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.