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Bartlett & Co Wealth Management’s ePlus PLUS Stock Holding History

Bartlett & Co Wealth Management’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-36
Closed -$1.58K – 1171
2020
Q4 		$1.58K Buy
+36
New +$1.44K ﹤0.01% 957

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bartlett & Co Wealth Management's PLUS Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of ePlus (PLUS) in Q1 2021, closing a stake of 36 shares — an estimated $1.58K sold.

Bartlett & Co Wealth Management first reported a position in PLUS in Q4 2020 and held it in 1 quarter. The position peaked at $1.58K in Q4 2020. 157 funds tracked by Wall St. Rank hold PLUS as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining ePlus position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 36 ePlus shares in Q1 2021, an estimated $1.58K.
  • Bartlett & Co Wealth Management first reported a position in ePlus in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's ePlus position peaked at $1.58K in Q4 2020.
  • 157 funds tracked by Wall St. Rank held ePlus as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.