EIM
EXAM

Essex Investment Management’s EXAMWORKS GROUP INC COM STK (DE) EXAM Stock Holding History

Essex Investment Management’s Portfolio EXAM Stock Details EXAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-12,652
Closed -$495K – 354
2015
Q2 		$495K Sell
12,652
-1,013
-7% -$41.7K 0.07% 229
2015
Q1 		$569K Buy
13,665
+6,665
+95% +$268K 0.08% 221
2014
Q4 		$291K Sell
7,000
-35,568
-84% -$1.36M 0.04% 283
2014
Q3 		$1.39M Sell
42,568
-2,293
-5% -$75.3K 0.21% 113
2014
Q2 		$1.42M Sell
44,861
-1,156
-3% -$37.9K 0.21% 135
2014
Q1 		$1.61M Buy
46,017
+3,997
+10% +$130K 0.23% 133
2013
Q4 		$1.25M Sell
42,020
-13,484
-24% -$374K 0.18% 162
2013
Q3 		$1.44M Buy
55,504
+2,718
+5% +$63.6K 0.22% 132
2013
Q2 		$1.12M Buy
+52,786
New +$989K 0.2% 135

Other funds holding EXAM

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
PPCP
Pivot Point Capital Partners San Francisco, California $6.16M AUM 30.13% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Essex Investment Management's EXAM Position: Q3 2015 in Review

Essex Investment Management sold out of EXAMWORKS GROUP INC COM STK (DE) (EXAM) in Q3 2015, closing a stake of 12,652 shares — an estimated $495K sold.

Essex Investment Management first reported a position in EXAM in Q2 2013 and held it in 9 quarters. The position peaked at $1.61M in Q1 2014. 153 funds tracked by Wall St. Rank hold EXAM as of Q3 2015.

  • Essex Investment Management reported no remaining EXAMWORKS GROUP INC COM STK (DE) position as of Q3 2015 after selling out during the quarter.
  • Essex Investment Management sold 12,652 EXAMWORKS GROUP INC COM STK (DE) shares in Q3 2015, an estimated $495K.
  • Essex Investment Management first reported a position in EXAMWORKS GROUP INC COM STK (DE) in Q2 2013 and held it in 9 quarters.
  • Essex Investment Management's EXAMWORKS GROUP INC COM STK (DE) position peaked at $1.61M in Q1 2014.
  • 153 funds tracked by Wall St. Rank held EXAMWORKS GROUP INC COM STK (DE) as of Q3 2015.

Based on Essex Investment Management's 13F filing for Q3 2015, filed 4 Nov 2015.