JFS Wealth Advisors’s E S B FINL CORP ESBF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-928
Closed -$18K 560
2014
Q4
$18K Hold
928
﹤0.01% 305
2014
Q3
$11K Hold
928
﹤0.01% 333
2014
Q2
$12K Buy
+928
New +$11.8K ﹤0.01% 315

Other funds holding ESBF

JFS Wealth Advisors's ESBF Position: Q1 2015 in Review

JFS Wealth Advisors sold out of E S B FINL CORP (ESBF) in Q1 2015, closing a stake of 928 shares — an estimated $18K sold.

JFS Wealth Advisors first reported a position in ESBF in Q2 2014 and held it in 3 quarters. The position peaked at $18K in Q4 2014. 1 fund tracked by Wall St. Rank holds ESBF as of Q1 2015.

  • JFS Wealth Advisors reported no remaining E S B FINL CORP position as of Q1 2015 after selling out during the quarter.
  • JFS Wealth Advisors sold 928 E S B FINL CORP shares in Q1 2015, an estimated $18K.
  • JFS Wealth Advisors first reported a position in E S B FINL CORP in Q2 2014 and held it in 3 quarters.
  • JFS Wealth Advisors's E S B FINL CORP position peaked at $18K in Q4 2014.
  • 1 fund tracked by Wall St. Rank held E S B FINL CORP as of Q1 2015.

Based on JFS Wealth Advisors's 13F filing for Q1 2015, filed 28 Apr 2015.