Axa
ESC

Axa’s EMERITUS CORP ESC Stock Holding History

Axa’s Portfolio ESC Stock Details ESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,600
Closed -$35K – 1508
2013
Q4 		$35K Buy
+1,600
New +$32.8K ﹤0.01% 1340

Other funds holding ESC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Axa's ESC Position: Q1 2014 in Review

Axa sold out of EMERITUS CORP (ESC) in Q1 2014, closing a stake of 1,600 shares — an estimated $35K sold.

Axa first reported a position in ESC in Q4 2013 and held it in 1 quarter. The position peaked at $35K in Q4 2013. 114 funds tracked by Wall St. Rank hold ESC as of Q1 2014.

  • Axa reported no remaining EMERITUS CORP position as of Q1 2014 after selling out during the quarter.
  • Axa sold 1,600 EMERITUS CORP shares in Q1 2014, an estimated $35K.
  • Axa first reported a position in EMERITUS CORP in Q4 2013 and held it in 1 quarter.
  • Axa's EMERITUS CORP position peaked at $35K in Q4 2013.
  • 114 funds tracked by Wall St. Rank held EMERITUS CORP as of Q1 2014.

Based on Axa's 13F filing for Q1 2014, filed 13 May 2014.