First Trust Advisors’s ESSA Bancorp ESSA Stock Holding History

First Trust Advisors’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
2017 Q1	–	Sell	-10,348	Closed	-$163K	–	2404
2016 Q4	$163K	Buy	+10,348	New	+$152K	﹤0.01%	2381

Other funds holding ESSA

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

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

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

First Trust Advisors's ESSA Position: Q1 2017 in Review

First Trust Advisors sold out of ESSA Bancorp (ESSA) in Q1 2017, closing a stake of 10,348 shares — an estimated $163K sold.

First Trust Advisors first reported a position in ESSA in Q4 2016 and held it in 1 quarter. The position peaked at $163K in Q4 2016. 60 funds tracked by Wall St. Rank hold ESSA as of Q1 2017.

First Trust Advisors reported no remaining ESSA Bancorp position as of Q1 2017 after selling out during the quarter.
First Trust Advisors sold 10,348 ESSA Bancorp shares in Q1 2017, an estimated $163K.
First Trust Advisors first reported a position in ESSA Bancorp in Q4 2016 and held it in 1 quarter.
First Trust Advisors's ESSA Bancorp position peaked at $163K in Q4 2016.
60 funds tracked by Wall St. Rank held ESSA Bancorp as of Q1 2017.

Based on First Trust Advisors's 13F filing for Q1 2017, filed 2 May 2017.