Certified Advisory Corp’s Espey Mfg & Electronics Corp ESP Stock Holding History

Certified Advisory Corp’s Portfolio ESP Stock Details ESP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-300	Closed	-$7K	–	805
2019 Q3	$7K	Hold	300	–	–	﹤0.01%	636
2019 Q2	$7K	Hold	300	–	–	﹤0.01%	634
2019 Q1	$7K	Hold	300	–	–	﹤0.01%	590
2018 Q4	$7K	Hold	300	–	–	﹤0.01%	584
2018 Q3	$9K	Hold	300	–	–	﹤0.01%	579
2018 Q2	$8K	Hold	300	–	–	﹤0.01%	572
2018 Q1	$7K	Hold	300	–	–	﹤0.01%	551
2017 Q4	$7K	Buy	+300	New	+$6.79K	0.01%	517

Other funds holding ESP

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

Certified Advisory Corp's ESP Position: Q4 2019 in Review

Certified Advisory Corp sold out of Espey Mfg & Electronics Corp (ESP) in Q4 2019, closing a stake of 300 shares — an estimated $7K sold.

Certified Advisory Corp first reported a position in ESP in Q4 2017 and held it in 8 quarters. The position peaked at $9K in Q3 2018. 18 funds tracked by Wall St. Rank hold ESP as of Q4 2019.

Certified Advisory Corp reported no remaining Espey Mfg & Electronics Corp position as of Q4 2019 after selling out during the quarter.
Certified Advisory Corp sold 300 Espey Mfg & Electronics Corp shares in Q4 2019, an estimated $7K.
Certified Advisory Corp first reported a position in Espey Mfg & Electronics Corp in Q4 2017 and held it in 8 quarters.
Certified Advisory Corp's Espey Mfg & Electronics Corp position peaked at $9K in Q3 2018.
18 funds tracked by Wall St. Rank held Espey Mfg & Electronics Corp as of Q4 2019.

Based on Certified Advisory Corp's 13F filing for Q4 2019, filed 29 Jan 2020.