Advisor Group’s ESCO Technologies ESE Stock Holding History

Advisor Group’s Portfolio ESE Stock Details ESE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$58K	Sell	620 -9	-1%	-$767	﹤0.01%	3322
2019 Q3	$50K	Sell	629 -189	-23%	-$15K	﹤0.01%	3390
2019 Q2	$68K	Sell	818 -6	-0.7%	-$440	﹤0.01%	3147
2019 Q1	$55K	Buy	824 +161	+24%	+$10.8K	﹤0.01%	3311
2018 Q4	$43K	Hold	663	–	–	﹤0.01%	3285
2018 Q3	$45K	Sell	663 -24	-3%	-$1.56K	﹤0.01%	3372
2018 Q2	$40K	Hold	687	–	–	﹤0.01%	3271
2018 Q1	$40K	Sell	687 -16	-2%	-$983	﹤0.01%	3244
2017 Q4	$42K	Hold	703	–	–	﹤0.01%	3203
2017 Q3	$42K	Sell	703 -138	-16%	-$7.97K	﹤0.01%	3062
2017 Q2	$50K	Buy	841 +29	+4%	+$1.69K	﹤0.01%	2855
2017 Q1	$47K	Sell	812 -11	-1%	-$618	﹤0.01%	2755
2016 Q4	$46K	Hold	823	–	–	﹤0.01%	2669
2016 Q3	$38K	Sell	823 -196	-19%	-$8.64K	﹤0.01%	2730
2016 Q2	$39K	Buy	+1,019	New	+$40K	﹤0.01%	2598

Other funds holding ESE

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

CCA

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Advisor Group's ESE Position: Q4 2019 in Review

Advisor Group reduced its ESCO Technologies (ESE) stake by 1.4% in Q4 2019, selling an estimated $767 and leaving 620 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #3322.

Advisor Group first reported a position in ESE in Q2 2016 and has held it in 15 quarters since. The position peaked at $68K in Q2 2019. 207 funds tracked by Wall St. Rank hold ESE as of Q4 2019.

Advisor Group held 620 shares of ESCO Technologies worth $58K as of Q4 2019.
Advisor Group sold 9 ESCO Technologies shares in Q4 2019, an estimated $767.
ESCO Technologies made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3322 holding.
Advisor Group first reported a position in ESCO Technologies in Q2 2016 and has held it in 15 quarters since.
Advisor Group's ESCO Technologies position peaked at $68K in Q2 2019.
207 funds tracked by Wall St. Rank held ESCO Technologies as of Q4 2019.

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