Advisor Group’s Bottomline Technologies Inc EPAY Stock Holding History

Advisor Group’s Portfolio EPAY Stock Details EPAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$103K	Sell	1,915 -74	-4%	-$3.37K	﹤0.01%	2925
2019 Q3	$78K	Buy	1,989 +159	+9%	+$6.68K	﹤0.01%	3080
2019 Q2	$82K	Buy	1,830 +271	+17%	+$12.6K	﹤0.01%	3008
2019 Q1	$78K	Sell	1,559 -968	-38%	-$46.7K	﹤0.01%	3068
2018 Q4	$122K	Sell	2,527 -8,426	-77%	-$487K	﹤0.01%	2488
2018 Q3	$797K	Buy	10,953 +8,920	+439%	+$545K	0.01%	1134
2018 Q2	$101K	Sell	2,033 -1,241	-38%	-$55.4K	﹤0.01%	2520
2018 Q1	$127K	Buy	3,274 +2,086	+176%	+$77.8K	﹤0.01%	2357
2017 Q4	$41K	Hold	1,188	–	–	﹤0.01%	3226
2017 Q3	$38K	Sell	1,188 -128	-10%	-$3.73K	﹤0.01%	3146
2017 Q2	$34K	Hold	1,316	–	–	﹤0.01%	3123
2017 Q1	$31K	Hold	1,316	–	–	﹤0.01%	3065
2016 Q4	$33K	Hold	1,316	–	–	﹤0.01%	2913
2016 Q3	$31K	Sell	1,316 -769	-37%	-$16.9K	﹤0.01%	2883
2016 Q2	$44K	Buy	+2,085	New	+$54.5K	﹤0.01%	2520

Other funds holding EPAY

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Advisor Group's EPAY Position: Q4 2019 in Review

Advisor Group reduced its Bottomline Technologies Inc (EPAY) stake by 3.7% in Q4 2019, selling an estimated $3.37K and leaving 1,915 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #2925.

Advisor Group first reported a position in EPAY in Q2 2016 and has held it in 15 quarters since. The position peaked at $797K in Q3 2018. 194 funds tracked by Wall St. Rank hold EPAY as of Q4 2019.

Advisor Group held 1,915 shares of Bottomline Technologies Inc worth $103K as of Q4 2019.
Advisor Group sold 74 Bottomline Technologies Inc shares in Q4 2019, an estimated $3.37K.
Bottomline Technologies Inc made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2925 holding.
Advisor Group first reported a position in Bottomline Technologies Inc in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Bottomline Technologies Inc position peaked at $797K in Q3 2018.
194 funds tracked by Wall St. Rank held Bottomline Technologies Inc as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.