Boston Trust Walden’s ESCO Technologies ESE Stock Holding History

Boston Trust Walden’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 Q4	–	Sell	-411,787	Closed	-$14.8M	–	350
2015 Q3	$14.8M	Sell	411,787 -118,058	-22%	-$4.34M	0.25%	157
2015 Q2	$19.8M	Sell	529,845 -7,445	-1%	-$281K	0.3%	143
2015 Q1	$20.9M	Sell	537,290 -16,738	-3%	-$627K	0.31%	135
2014 Q4	$20.4M	Sell	554,028 -30,485	-5%	-$1.09M	0.3%	132
2014 Q3	$20.3M	Sell	584,513 -14,872	-2%	-$517K	0.31%	137
2014 Q2	$20.8M	Buy	599,385 +3,264	+0.5%	+$112K	0.3%	139
2014 Q1	$21M	Sell	596,121 -9,152	-2%	-$320K	0.31%	138
2013 Q4	$20.7M	Sell	605,273 -95,170	-14%	-$3.28M	0.3%	135
2013 Q3	$23.3M	Sell	700,443 -7,126	-1%	-$235K	0.36%	132
2013 Q2	$22.9M	Buy	+707,569	New	+$24.4M	0.37%	132

Other funds holding ESE

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

KAM

Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Boston Trust Walden's ESE Position: Q4 2015 in Review

Boston Trust Walden sold out of ESCO Technologies (ESE) in Q4 2015, closing a stake of 411,787 shares — an estimated $14.8M sold.

Boston Trust Walden first reported a position in ESE in Q2 2013 and held it in 10 quarters. The position peaked at $23.3M in Q3 2013. 151 funds tracked by Wall St. Rank hold ESE as of Q4 2015.

Boston Trust Walden reported no remaining ESCO Technologies position as of Q4 2015 after selling out during the quarter.
Boston Trust Walden sold 411,787 ESCO Technologies shares in Q4 2015, an estimated $14.8M.
Boston Trust Walden first reported a position in ESCO Technologies in Q2 2013 and held it in 10 quarters.
Boston Trust Walden's ESCO Technologies position peaked at $23.3M in Q3 2013.
151 funds tracked by Wall St. Rank held ESCO Technologies as of Q4 2015.

Based on Boston Trust Walden's 13F filing for Q4 2015, filed 21 Jan 2016.