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James Investment Research’s Espey Mfg & Electronics Corp ESP Stock Holding History

James Investment Research’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
2015
Q1 		– Sell
-560
Closed -$13K – 523
2014
Q4 		$13K Hold
560
– – ﹤0.01% 471
2014
Q3 		$11K Hold
560
– – ﹤0.01% 485
2014
Q2 		$14K Hold
560
– – ﹤0.01% 464
2014
Q1 		$15K Hold
560
– – ﹤0.01% 457
2013
Q4 		$18K Hold
560
– – ﹤0.01% 441
2013
Q3 		$16K Hold
560
– – ﹤0.01% 448
2013
Q2 		$14K Buy
+560
New +$14.2K ﹤0.01% 444

Other funds holding ESP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

James Investment Research's ESP Position: Q1 2015 in Review

James Investment Research sold out of Espey Mfg & Electronics Corp (ESP) in Q1 2015, closing a stake of 560 shares — an estimated $13K sold.

James Investment Research first reported a position in ESP in Q2 2013 and held it in 7 quarters. The position peaked at $18K in Q4 2013. 25 funds tracked by Wall St. Rank hold ESP as of Q1 2015.

  • James Investment Research reported no remaining Espey Mfg & Electronics Corp position as of Q1 2015 after selling out during the quarter.
  • James Investment Research sold 560 Espey Mfg & Electronics Corp shares in Q1 2015, an estimated $13K.
  • James Investment Research first reported a position in Espey Mfg & Electronics Corp in Q2 2013 and held it in 7 quarters.
  • James Investment Research's Espey Mfg & Electronics Corp position peaked at $18K in Q4 2013.
  • 25 funds tracked by Wall St. Rank held Espey Mfg & Electronics Corp as of Q1 2015.

Based on James Investment Research's 13F filing for Q1 2015, filed 17 Apr 2015.