WFG Advisors’s EnerSys ENS Stock Holding History

WFG Advisors’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
2017 Q2	$2K	Hold	31	–	–	﹤0.01%	1411
2017 Q1	$2K	Hold	31	–	–	﹤0.01%	1337
2016 Q4	$2K	Hold	31	–	–	﹤0.01%	1414
2016 Q3	$2K	Sell	31 -5	-14%	-$333	﹤0.01%	1394
2016 Q2	$2K	Hold	36	–	–	﹤0.01%	1374
2016 Q1	$2K	Buy	36 +5	+16%	+$258	﹤0.01%	1332
2015 Q4	$2K	Hold	31	–	–	﹤0.01%	1359
2015 Q3	$2K	Hold	31	–	–	﹤0.01%	1399
2015 Q2	$2K	Buy	31 +1	+3%	+$69	﹤0.01%	1474
2015 Q1	$2K	Sell	30 -4	-12%	-$250	﹤0.01%	1534
2014 Q4	$2K	Buy	34 +4	+13%	+$236	﹤0.01%	1836
2014 Q3	$2K	Hold	30	–	–	﹤0.01%	1860
2014 Q2	$2K	Hold	30	–	–	﹤0.01%	1812
2014 Q1	$2K	Sell	30 -60	-67%	-$4.21K	﹤0.01%	1794
2013 Q4	$6K	Buy	+90	New	+$6.04K	﹤0.01%	1706

Other funds holding ENS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return