Empirical Finance’s ePlus PLUS Stock Holding History

Empirical Finance’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
2017 Q1	–	Sell	-192	Closed	-$6K	–	452
2016 Q4	$6K	Buy	+192	New	+$4.98K	﹤0.01%	504

Other funds holding PLUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Gobi Capital San Francisco, California $2.13B AUM 6.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Empirical Finance's PLUS Position: Q1 2017 in Review

Empirical Finance sold out of ePlus (PLUS) in Q1 2017, closing a stake of 192 shares — an estimated $6K sold.

Empirical Finance first reported a position in PLUS in Q4 2016 and held it in 1 quarter. The position peaked at $6K in Q4 2016. 174 funds tracked by Wall St. Rank hold PLUS as of Q1 2017.

Empirical Finance reported no remaining ePlus position as of Q1 2017 after selling out during the quarter.
Empirical Finance sold 192 ePlus shares in Q1 2017, an estimated $6K.
Empirical Finance first reported a position in ePlus in Q4 2016 and held it in 1 quarter.
Empirical Finance's ePlus position peaked at $6K in Q4 2016.
174 funds tracked by Wall St. Rank held ePlus as of Q1 2017.

Based on Empirical Finance's 13F filing for Q1 2017, filed 11 May 2017.