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Focused Wealth Management’s Espey Mfg & Electronics Corp ESP Stock Holding History

Focused Wealth Management’s Portfolio ESP Stock Details ESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-800
Closed -$18K – 696
2017
Q3 		$18K Hold
800
– – 0.01% 352
2017
Q2 		$18K Hold
800
– – 0.01% 388
2017
Q1 		$18K Hold
800
– – 0.01% 385
2016
Q4 		$21K Buy
+800
New +$20.8K 0.01% 368

Other funds holding ESP

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Focused Wealth Management's ESP Position: Q4 2017 in Review

Focused Wealth Management sold out of Espey Mfg & Electronics Corp (ESP) in Q4 2017, closing a stake of 800 shares — an estimated $18K sold.

Focused Wealth Management first reported a position in ESP in Q4 2016 and held it in 4 quarters. The position peaked at $21K in Q4 2016. 17 funds tracked by Wall St. Rank hold ESP as of Q4 2017.

  • Focused Wealth Management reported no remaining Espey Mfg & Electronics Corp position as of Q4 2017 after selling out during the quarter.
  • Focused Wealth Management sold 800 Espey Mfg & Electronics Corp shares in Q4 2017, an estimated $18K.
  • Focused Wealth Management first reported a position in Espey Mfg & Electronics Corp in Q4 2016 and held it in 4 quarters.
  • Focused Wealth Management's Espey Mfg & Electronics Corp position peaked at $21K in Q4 2016.
  • 17 funds tracked by Wall St. Rank held Espey Mfg & Electronics Corp as of Q4 2017.

Based on Focused Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.