Advisory Research’s Espey Mfg & Electronics Corp ESP Stock Holding History

Advisory Research’s Portfolio ESP Stock Details ESP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-19,306	Closed	-$433K	–	441
2017 Q2	$433K	Hold	19,306	–	–	0.01%	377
2017 Q1	$444K	Hold	19,306	–	–	0.01%	364
2016 Q4	$503K	Hold	19,306	–	–	0.01%	315
2016 Q3	$488K	Hold	19,306	–	–	0.01%	208
2016 Q2	$502K	Sell	19,306 -17,700	-48%	-$443K	0.01%	211
2016 Q1	$910K	Sell	37,006 -15,000	-29%	-$376K	0.02%	183
2015 Q4	$1.34M	Hold	52,006	–	–	0.02%	177
2015 Q3	$1.26M	Hold	52,006	–	–	0.02%	199
2015 Q2	$1.35M	Hold	52,006	–	–	0.02%	210
2015 Q1	$1.54M	Hold	52,006	–	–	0.02%	208
2014 Q4	$1.24M	Hold	52,006	–	–	0.01%	232
2014 Q3	$1.05M	Sell	52,006 -3,036	-6%	-$73.6K	0.01%	250
2014 Q2	$1.38M	Hold	55,042	–	–	0.01%	229
2014 Q1	$1.5M	Sell	55,042 -19,440	-26%	-$586K	0.02%	204
2013 Q4	$2.43M	Hold	74,482	–	–	0.03%	186
2013 Q3	$2.13M	Sell	74,482 -5,000	-6%	-$136K	0.02%	199
2013 Q2	$2.04M	Buy	+79,482	New	+$2.02M	0.02%	203

Other funds holding ESP

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

MDCM

Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Advisory Research's ESP Position: Q3 2017 in Review

Advisory Research sold out of Espey Mfg & Electronics Corp (ESP) in Q3 2017, closing a stake of 19,306 shares — an estimated $433K sold.

Advisory Research first reported a position in ESP in Q2 2013 and held it in 17 quarters. The position peaked at $2.43M in Q4 2013. 23 funds tracked by Wall St. Rank hold ESP as of Q3 2017.

Advisory Research reported no remaining Espey Mfg & Electronics Corp position as of Q3 2017 after selling out during the quarter.
Advisory Research sold 19,306 Espey Mfg & Electronics Corp shares in Q3 2017, an estimated $433K.
Advisory Research first reported a position in Espey Mfg & Electronics Corp in Q2 2013 and held it in 17 quarters.
Advisory Research's Espey Mfg & Electronics Corp position peaked at $2.43M in Q4 2013.
23 funds tracked by Wall St. Rank held Espey Mfg & Electronics Corp as of Q3 2017.

Based on Advisory Research's 13F filing for Q3 2017, filed 14 Nov 2017.