EFS
FINL

Essex Financial Services’s Finish Line FINL Stock Holding History

Essex Financial Services’s Portfolio FINL Stock Details FINL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-8,950
Closed -$249K – 344
2015
Q2 		$249K Sell
8,950
-400
-4% -$10.3K 0.06% 270
2015
Q1 		$229K Sell
9,350
-1,100
-11% -$26.5K 0.06% 282
2014
Q4 		$254K Sell
10,450
-100
-0.9% -$2.63K 0.07% 258
2014
Q3 		$264K Sell
10,550
-775
-7% -$22.2K 0.08% 237
2014
Q2 		$337K Sell
11,325
-50
-0.4% -$1.42K 0.1% 210
2014
Q1 		$308K Sell
11,375
-2,100
-16% -$55.8K 0.1% 213
2013
Q4 		$380K Buy
13,475
+650
+5% +$16.6K 0.13% 167
2013
Q3 		$319 Sell
12,825
-1,800
-12% -$39.8K 0.1% 186
2013
Q2 		$320K Buy
+14,625
New +$298K 0.11% 180

Other funds holding FINL

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Essex Financial Services's FINL Position: Q3 2015 in Review

Essex Financial Services sold out of Finish Line (FINL) in Q3 2015, closing a stake of 8,950 shares — an estimated $249K sold.

Essex Financial Services first reported a position in FINL in Q2 2013 and held it in 9 quarters. The position peaked at $380K in Q4 2013. 196 funds tracked by Wall St. Rank hold FINL as of Q3 2015.

  • Essex Financial Services reported no remaining Finish Line position as of Q3 2015 after selling out during the quarter.
  • Essex Financial Services sold 8,950 Finish Line shares in Q3 2015, an estimated $249K.
  • Essex Financial Services first reported a position in Finish Line in Q2 2013 and held it in 9 quarters.
  • Essex Financial Services's Finish Line position peaked at $380K in Q4 2013.
  • 196 funds tracked by Wall St. Rank held Finish Line as of Q3 2015.

Based on Essex Financial Services's 13F filing for Q3 2015, filed 6 Oct 2015.