BRWA
ESSA

B. Riley Wealth Advisors’s ESSA Bancorp ESSA Stock Holding History

B. Riley Wealth 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
2015
Q1 		– Sell
-566
Closed -$7 – 994
2014
Q4 		$7 Buy
+566
New +$6.5K ﹤0.01% 3013

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

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

B. Riley Wealth Advisors sold out of ESSA Bancorp (ESSA) in Q1 2015, closing a stake of 566 shares — an estimated $7 sold.

B. Riley Wealth Advisors first reported a position in ESSA in Q4 2014 and held it in 1 quarter. The position peaked at $7 in Q4 2014. 45 funds tracked by Wall St. Rank hold ESSA as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining ESSA Bancorp position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 566 ESSA Bancorp shares in Q1 2015, an estimated $7.
  • B. Riley Wealth Advisors first reported a position in ESSA Bancorp in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's ESSA Bancorp position peaked at $7 in Q4 2014.
  • 45 funds tracked by Wall St. Rank held ESSA Bancorp as of Q1 2015.

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