Essex Savings Bank’s Aecom ACM Stock Holding History

Essex Savings Bank’s Portfolio ACM Stock Details ACM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,788	Closed	-$55K	–	180
2019 Q2	$55K	Buy	2,788 +1,773	+175%	+$58.9K	0.02%	426
2019 Q1	$30K	Sell	1,015 -200	-16%	-$5.98K	0.02%	354
2018 Q4	$32K	Buy	+1,215	New	+$37K	0.02%	343

Other funds holding ACM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Essex Savings Bank's ACM Position: Q3 2019 in Review

Essex Savings Bank sold out of Aecom (ACM) in Q3 2019, closing a stake of 2,788 shares — an estimated $55K sold.

Essex Savings Bank first reported a position in ACM in Q4 2018 and held it in 3 quarters. The position peaked at $55K in Q2 2019. 295 funds tracked by Wall St. Rank hold ACM as of Q3 2019.

Essex Savings Bank reported no remaining Aecom position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 2,788 Aecom shares in Q3 2019, an estimated $55K.
Essex Savings Bank first reported a position in Aecom in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's Aecom position peaked at $55K in Q2 2019.
295 funds tracked by Wall St. Rank held Aecom as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.