YorkBridge Wealth Partners’s Energizer ENR Stock Holding History

YorkBridge Wealth Partners’s Portfolio ENR Stock Details ENR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-610	Closed	-$24K	–	314
2019 Q2	$24K	Hold	610	–	–	0.01%	446
2019 Q1	$27K	Hold	610	–	–	0.01%	422
2018 Q4	$28K	Hold	610	–	–	0.01%	388
2018 Q3	$35K	Hold	610	–	–	0.02%	396
2018 Q2	$38K	Hold	610	–	–	0.02%	393
2018 Q1	$36K	Hold	610	–	–	0.02%	404
2017 Q4	$34K	Hold	610	–	–	0.02%	413
2017 Q3	$28K	Hold	610	–	–	0.01%	449
2017 Q2	$29K	Hold	610	–	–	0.02%	443
2017 Q1	$35K	Hold	610	–	–	0.02%	412
2016 Q4	$26K	Buy	+610	New	+$27.8K	0.02%	434

Other funds holding ENR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

YorkBridge Wealth Partners's ENR Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Energizer (ENR) in Q3 2019, closing a stake of 610 shares — an estimated $24K sold.

YorkBridge Wealth Partners first reported a position in ENR in Q4 2016 and held it in 11 quarters. The position peaked at $38K in Q2 2018. 282 funds tracked by Wall St. Rank hold ENR as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Energizer position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 610 Energizer shares in Q3 2019, an estimated $24K.
YorkBridge Wealth Partners first reported a position in Energizer in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Energizer position peaked at $38K in Q2 2018.
282 funds tracked by Wall St. Rank held Energizer as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.