EWA
BOSC icon

EP Wealth Advisors’s Better Online Solutions BOSC Stock Holding History

EP Wealth Advisors’s Portfolio BOSC Stock Details BOSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-10,000
Closed -$28K – 360
2019
Q2 		$28K Buy
+10,000
New +$26.8K ﹤0.01% 307

Other funds holding BOSC

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

EP Wealth Advisors's BOSC Position: Q3 2019 in Review

EP Wealth Advisors sold out of Better Online Solutions (BOSC) in Q3 2019, closing a stake of 10,000 shares — an estimated $28K sold.

EP Wealth Advisors first reported a position in BOSC in Q2 2019 and held it in 1 quarter. The position peaked at $28K in Q2 2019. 3 funds tracked by Wall St. Rank hold BOSC as of Q3 2019.

  • EP Wealth Advisors reported no remaining Better Online Solutions position as of Q3 2019 after selling out during the quarter.
  • EP Wealth Advisors sold 10,000 Better Online Solutions shares in Q3 2019, an estimated $28K.
  • EP Wealth Advisors first reported a position in Better Online Solutions in Q2 2019 and held it in 1 quarter.
  • EP Wealth Advisors's Better Online Solutions position peaked at $28K in Q2 2019.
  • 3 funds tracked by Wall St. Rank held Better Online Solutions as of Q3 2019.

Based on EP Wealth Advisors's 13F filing for Q3 2019, filed 18 Nov 2019.