Essex Financial Services’s Hain Celestial HAIN Stock Holding History

Essex Financial Services’s Portfolio HAIN Stock Details HAIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-5,000	Closed	-$249K	–	311
2016 Q2	$249K	Hold	5,000	–	–	0.06%	260
2016 Q1	$205K	Sell	5,000 -700	-12%	-$26.3K	0.05%	289
2015 Q4	$230K	Buy	5,700 +200	+4%	+$9.07K	0.06%	274
2015 Q3	$284K	Buy	5,500 +350	+7%	+$22.2K	0.07%	241
2015 Q2	$339K	Buy	5,150 +200	+4%	+$12.6K	0.09%	221
2015 Q1	$317K	Sell	4,950 -150	-3%	-$8.88K	0.08%	230
2014 Q4	$297K	Buy	5,100 +700	+16%	+$37.9K	0.08%	237
2014 Q3	$225K	Sell	4,400 -400	-8%	-$18.6K	0.07%	267
2014 Q2	$213K	Buy	+4,800	New	+$214K	0.06%	280

Other funds holding HAIN

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIT

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Essex Financial Services's HAIN Position: Q3 2016 in Review

Essex Financial Services sold out of Hain Celestial (HAIN) in Q3 2016, closing a stake of 5,000 shares — an estimated $249K sold.

Essex Financial Services first reported a position in HAIN in Q2 2014 and held it in 9 quarters. The position peaked at $339K in Q2 2015. 396 funds tracked by Wall St. Rank hold HAIN as of Q3 2016.

Essex Financial Services reported no remaining Hain Celestial position as of Q3 2016 after selling out during the quarter.
Essex Financial Services sold 5,000 Hain Celestial shares in Q3 2016, an estimated $249K.
Essex Financial Services first reported a position in Hain Celestial in Q2 2014 and held it in 9 quarters.
Essex Financial Services's Hain Celestial position peaked at $339K in Q2 2015.
396 funds tracked by Wall St. Rank held Hain Celestial as of Q3 2016.

Based on Essex Financial Services's 13F filing for Q3 2016, filed 10 Nov 2016.