WJWM
NETI

Williams Jones Wealth Management’s Eneti Inc. NETI Stock Holding History

Williams Jones Wealth Management’s Portfolio NETI Stock Details NETI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,720
Closed -$110K – 441
2019
Q4 		$110K Buy
1,720
+461
+37% +$28K ﹤0.01% 425
2019
Q3 		$71K Buy
+1,259
New +$70.6K ﹤0.01% 418

Other funds holding NETI

EGA
Evermore Global Advisors Summit, New Jersey $26.3M AUM 7.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HC
Hourglass Capital Houston, Texas $480M AUM 32.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Williams Jones Wealth Management's NETI Position: Q1 2020 in Review

Williams Jones Wealth Management sold out of Eneti Inc. (NETI) in Q1 2020, closing a stake of 1,720 shares — an estimated $110K sold.

Williams Jones Wealth Management first reported a position in NETI in Q3 2019 and held it in 2 quarters. The position peaked at $110K in Q4 2019. 74 funds tracked by Wall St. Rank hold NETI as of Q1 2020.

  • Williams Jones Wealth Management reported no remaining Eneti Inc. position as of Q1 2020 after selling out during the quarter.
  • Williams Jones Wealth Management sold 1,720 Eneti Inc. shares in Q1 2020, an estimated $110K.
  • Williams Jones Wealth Management first reported a position in Eneti Inc. in Q3 2019 and held it in 2 quarters.
  • Williams Jones Wealth Management's Eneti Inc. position peaked at $110K in Q4 2019.
  • 74 funds tracked by Wall St. Rank held Eneti Inc. as of Q1 2020.

Based on Williams Jones Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.