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Freedom Investment Management’s ESCO Technologies ESE Stock Holding History

Freedom Investment Management’s Portfolio ESE Stock Details ESE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-7,889
Closed -$462K – 1002
2018
Q1 		$462K Buy
7,889
+403
+5% +$24.8K 0.02% 659
2017
Q4 		$451K Buy
7,486
+80
+1% +$4.86K 0.02% 678
2017
Q3 		$444K Buy
7,406
+647
+10% +$37.4K 0.02% 653
2017
Q2 		$403K Buy
6,759
+283
+4% +$16.5K 0.02% 655
2017
Q1 		$376K Buy
6,476
+250
+4% +$14K 0.02% 651
2016
Q4 		$353K Buy
6,226
+717
+13% +$36.6K 0.02% 619
2016
Q3 		$256K Buy
5,509
+452
+9% +$19.9K 0.02% 712
2016
Q2 		$202K Buy
+5,057
New +$198K 0.01% 756

Other funds holding ESE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Freedom Investment Management's ESE Position: Q2 2018 in Review

Freedom Investment Management sold out of ESCO Technologies (ESE) in Q2 2018, closing a stake of 7,889 shares — an estimated $462K sold.

Freedom Investment Management first reported a position in ESE in Q2 2016 and held it in 8 quarters. The position peaked at $462K in Q1 2018. 155 funds tracked by Wall St. Rank hold ESE as of Q2 2018.

  • Freedom Investment Management reported no remaining ESCO Technologies position as of Q2 2018 after selling out during the quarter.
  • Freedom Investment Management sold 7,889 ESCO Technologies shares in Q2 2018, an estimated $462K.
  • Freedom Investment Management first reported a position in ESCO Technologies in Q2 2016 and held it in 8 quarters.
  • Freedom Investment Management's ESCO Technologies position peaked at $462K in Q1 2018.
  • 155 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2018.

Based on Freedom Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.