EWM
ESSA

Evercore Wealth Management’s ESSA Bancorp ESSA Stock Holding History

Evercore Wealth Management’s Portfolio ESSA Stock Details ESSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-892
Closed -$11K – 979
2015
Q2 		$11K Buy
+892
New +$11.5K ﹤0.01% 883

Other funds holding ESSA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIM
Corbyn Investment Management Lutherville, Maryland $300M AUM 18.88% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
HHC
Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Evercore Wealth Management's ESSA Position: Q3 2015 in Review

Evercore Wealth Management sold out of ESSA Bancorp (ESSA) in Q3 2015, closing a stake of 892 shares — an estimated $11K sold.

Evercore Wealth Management first reported a position in ESSA in Q2 2015 and held it in 1 quarter. The position peaked at $11K in Q2 2015. 46 funds tracked by Wall St. Rank hold ESSA as of Q3 2015.

  • Evercore Wealth Management reported no remaining ESSA Bancorp position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 892 ESSA Bancorp shares in Q3 2015, an estimated $11K.
  • Evercore Wealth Management first reported a position in ESSA Bancorp in Q2 2015 and held it in 1 quarter.
  • Evercore Wealth Management's ESSA Bancorp position peaked at $11K in Q2 2015.
  • 46 funds tracked by Wall St. Rank held ESSA Bancorp as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.