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B. Riley Wealth Advisors’s ESCO Technologies ESE Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-261
Closed -$10K – 991
2014
Q4 		$10K Buy
+261
New +$9.34K ﹤0.01% 2864
2014
Q3 		– Sell
-209
Closed -$7.24K – 1013
2014
Q2 		$7.24K Buy
+209
New +$7.15K ﹤0.01% 1918

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Vanguard Group
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

B. Riley Wealth Advisors's ESE Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of ESCO Technologies (ESE) in Q1 2015, closing a stake of 261 shares — an estimated $10K sold.

B. Riley Wealth Advisors first reported a position in ESE in Q2 2014 and held it in 2 quarters. The position peaked at $10K in Q4 2014. 136 funds tracked by Wall St. Rank hold ESE as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining ESCO Technologies position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 261 ESCO Technologies shares in Q1 2015, an estimated $10K.
  • B. Riley Wealth Advisors first reported a position in ESCO Technologies in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's ESCO Technologies position peaked at $10K in Q4 2014.
  • 136 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.