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Willow Creek Wealth Management’s Enphase Energy ENPH Stock Holding History

Willow Creek Wealth Management’s Portfolio ENPH Stock Details ENPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-15,583
Closed -$76K – 70
2018
Q3 		$76K Hold
15,583
– – 0.04% 71
2018
Q2 		$105K Hold
15,583
– – 0.06% 68
2018
Q1 		$71K Buy
+15,583
New +$47.3K 0.04% 69

Other funds holding ENPH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TGM
Tenzing Global Management San Francisco, California $216M AUM 75.21% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BTP
Bloom Tree Partners New York $215M AUM 17.45% 1-Year Est. Return

Willow Creek Wealth Management's ENPH Position: Q4 2018 in Review

Willow Creek Wealth Management sold out of Enphase Energy (ENPH) in Q4 2018, closing a stake of 15,583 shares — an estimated $76K sold.

Willow Creek Wealth Management first reported a position in ENPH in Q1 2018 and held it in 3 quarters. The position peaked at $105K in Q2 2018. 96 funds tracked by Wall St. Rank hold ENPH as of Q4 2018.

  • Willow Creek Wealth Management reported no remaining Enphase Energy position as of Q4 2018 after selling out during the quarter.
  • Willow Creek Wealth Management sold 15,583 Enphase Energy shares in Q4 2018, an estimated $76K.
  • Willow Creek Wealth Management first reported a position in Enphase Energy in Q1 2018 and held it in 3 quarters.
  • Willow Creek Wealth Management's Enphase Energy position peaked at $105K in Q2 2018.
  • 96 funds tracked by Wall St. Rank held Enphase Energy as of Q4 2018.

Based on Willow Creek Wealth Management's 13F filing for Q4 2018, filed 31 Jan 2019.