ARMT
ESSA

Amica Retiree Medical Trust’s ESSA Bancorp ESSA Stock Holding History

Amica Retiree Medical Trust’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
2015
Q1 		– Sell
-20,773
Closed -$249K – 378
2014
Q4 		$249K Hold
20,773
– – 0.2% 143
2014
Q3 		$235K Hold
20,773
– – 0.2% 140
2014
Q2 		$231K Hold
20,773
– – 0.19% 150
2014
Q1 		$226K Hold
20,773
– – 0.19% 149
2013
Q4 		$240K Buy
+20,773
New +$227K 0.21% 140

Other funds holding ESSA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIM
Corbyn Investment Management Lutherville, Maryland $300M AUM 18.88% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
HHC
Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

Amica Retiree Medical Trust's ESSA Position: Q1 2015 in Review

Amica Retiree Medical Trust sold out of ESSA Bancorp (ESSA) in Q1 2015, closing a stake of 20,773 shares — an estimated $249K sold.

Amica Retiree Medical Trust first reported a position in ESSA in Q4 2013 and held it in 5 quarters. The position peaked at $249K in Q4 2014. 45 funds tracked by Wall St. Rank hold ESSA as of Q1 2015.

  • Amica Retiree Medical Trust reported no remaining ESSA Bancorp position as of Q1 2015 after selling out during the quarter.
  • Amica Retiree Medical Trust sold 20,773 ESSA Bancorp shares in Q1 2015, an estimated $249K.
  • Amica Retiree Medical Trust first reported a position in ESSA Bancorp in Q4 2013 and held it in 5 quarters.
  • Amica Retiree Medical Trust's ESSA Bancorp position peaked at $249K in Q4 2014.
  • 45 funds tracked by Wall St. Rank held ESSA Bancorp as of Q1 2015.

Based on Amica Retiree Medical Trust's 13F filing for Q1 2015, filed 8 May 2015.