AIA
ESSA

Alera Investment Advisors’s ESSA Bancorp ESSA Stock Holding History

Alera Investment Advisors’s Portfolio ESSA Stock Details ESSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2,000
Closed -$31K – 374
2019
Q1 		$31K Hold
2,000
– – 0.02% 219
2018
Q4 		$31K Buy
+2,000
New +$32.2K 0.02% 223

Other funds holding ESSA

MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Alera Investment Advisors's ESSA Position: Q2 2019 in Review

Alera Investment Advisors sold out of ESSA Bancorp (ESSA) in Q2 2019, closing a stake of 2,000 shares — an estimated $31K sold.

Alera Investment Advisors first reported a position in ESSA in Q4 2018 and held it in 2 quarters. The position peaked at $31K in Q1 2019. 64 funds tracked by Wall St. Rank hold ESSA as of Q2 2019.

  • Alera Investment Advisors reported no remaining ESSA Bancorp position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 2,000 ESSA Bancorp shares in Q2 2019, an estimated $31K.
  • Alera Investment Advisors first reported a position in ESSA Bancorp in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's ESSA Bancorp position peaked at $31K in Q1 2019.
  • 64 funds tracked by Wall St. Rank held ESSA Bancorp as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.