IPC
EPAY

Independent Portfolio Consultants’s Bottomline Technologies Inc EPAY Stock Holding History

Independent Portfolio Consultants’s Portfolio EPAY Stock Details EPAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-415
Closed -$12K – 885
2015
Q2 		$12K Sell
415
-430
-51% -$11.9K ﹤0.01% 759
2015
Q1 		$23K Buy
845
+455
+117% +$11.8K ﹤0.01% 673
2014
Q4 		$10K Buy
390
+80
+26% +$2.06K ﹤0.01% 719
2014
Q3 		$9K Buy
+310
New +$8.7K ﹤0.01% 755

Other funds holding EPAY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Independent Portfolio Consultants's EPAY Position: Q3 2015 in Review

Independent Portfolio Consultants sold out of Bottomline Technologies Inc (EPAY) in Q3 2015, closing a stake of 415 shares — an estimated $12K sold.

Independent Portfolio Consultants first reported a position in EPAY in Q3 2014 and held it in 4 quarters. The position peaked at $23K in Q1 2015. 142 funds tracked by Wall St. Rank hold EPAY as of Q3 2015.

  • Independent Portfolio Consultants reported no remaining Bottomline Technologies Inc position as of Q3 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 415 Bottomline Technologies Inc shares in Q3 2015, an estimated $12K.
  • Independent Portfolio Consultants first reported a position in Bottomline Technologies Inc in Q3 2014 and held it in 4 quarters.
  • Independent Portfolio Consultants's Bottomline Technologies Inc position peaked at $23K in Q1 2015.
  • 142 funds tracked by Wall St. Rank held Bottomline Technologies Inc as of Q3 2015.

Based on Independent Portfolio Consultants's 13F filing for Q3 2015, filed 19 Oct 2015.