WEC
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Winslow Evans & Crocker’s ENI E Stock Holding History

Winslow Evans & Crocker’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
2020
Q3 		– Sell
-507
Closed -$10K – 1105
2020
Q2 		$10K Sell
507
-39
-7% -$750 ﹤0.01% 735
2020
Q1 		$12K Buy
546
+32
+6% +$812 ﹤0.01% 659
2019
Q4 		$16K Sell
514
-76
-13% -$2.33K ﹤0.01% 707
2019
Q3 		$18K Buy
590
+82
+16% +$2.54K 0.01% 666
2019
Q2 		$18K Buy
508
+380
+297% +$12.6K 0.01% 684
2019
Q1 		$6K Buy
+128
New +$4.34K ﹤0.01% 924
2017
Q4 		– Sell
-30
Closed -$960 – 1137
2017
Q3 		$960 Buy
30
+1
+3% +$32 ﹤0.01% 1062
2017
Q2 		$872 Sell
29
-1
-3% -$32 ﹤0.01% 1217
2017
Q1 		$950 Hold
30
– – ﹤0.01% 1191
2016
Q4 		$936 Hold
30
– – ﹤0.01% 1193
2016
Q3 		$838 Hold
30
– – ﹤0.01% 1236
2016
Q2 		$940 Buy
30
+1
+3% +$31 ﹤0.01% 1214
2016
Q1 		$876 Sell
29
-1
-3% -$28 ﹤0.01% 1216
2015
Q4 		$866 Hold
30
– – ﹤0.01% 1298
2015
Q3 		$910 Hold
30
– – ﹤0.01% 1226
2015
Q2 		$1.03K Hold
30
– – ﹤0.01% 1239
2015
Q1 		$1K Sell
30
-640
-96% -$22.2K ﹤0.01% 1212
2014
Q4 		$23.4K Hold
670
– – 0.01% 695
2014
Q3 		$31.6K Buy
670
+1
+0.1% +$51 0.01% 652
2014
Q2 		$36.7K Buy
669
+150
+29% +$7.76K 0.01% 553
2014
Q1 		$26K Hold
519
– – 0.01% 613
2013
Q4 		$25K Buy
+519
New +$24.8K 0.01% 637

Other funds holding E

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Winslow Evans & Crocker's E Position: Q3 2020 in Review

Winslow Evans & Crocker sold out of ENI (E) in Q3 2020, closing a stake of 507 shares — an estimated $10K sold.

Winslow Evans & Crocker first reported a position in E in Q4 2013 and held it in 22 quarters. The position peaked at $36.7K in Q2 2014. 115 funds tracked by Wall St. Rank hold E as of Q3 2020.

  • Winslow Evans & Crocker reported no remaining ENI position as of Q3 2020 after selling out during the quarter.
  • Winslow Evans & Crocker sold 507 ENI shares in Q3 2020, an estimated $10K.
  • Winslow Evans & Crocker first reported a position in ENI in Q4 2013 and held it in 22 quarters.
  • Winslow Evans & Crocker's ENI position peaked at $36.7K in Q2 2014.
  • 115 funds tracked by Wall St. Rank held ENI as of Q3 2020.

Based on Winslow Evans & Crocker's 13F filing for Q3 2020, filed 21 Oct 2020.