Essex Savings Bank’s V2X VVX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-44	Closed	-$2K	–	598
2019 Q2	$2K	Hold	44	–	–	﹤0.01%	734
2019 Q1	$1K	Hold	44	–	–	﹤0.01%	650
2018 Q4	$1K	Buy	+44	New	+$1.12K	﹤0.01%	656

Other funds holding VVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

Essex Savings Bank sold out of V2X (VVX) in Q3 2019, closing a stake of 44 shares — an estimated $2K sold.

Essex Savings Bank first reported a position in VVX in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 165 funds tracked by Wall St. Rank hold VVX as of Q3 2019.

Essex Savings Bank reported no remaining V2X position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 44 V2X shares in Q3 2019, an estimated $2K.
Essex Savings Bank first reported a position in V2X in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's V2X position peaked at $2K in Q2 2019.
165 funds tracked by Wall St. Rank held V2X as of Q3 2019.

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