JWA
ESIO

JFS Wealth Advisors’s Electro Scientific Industries ESIO Stock Holding History

JFS Wealth Advisors’s Portfolio ESIO Stock Details ESIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-400
Closed -$2K – 529
2015
Q1 		$2K Hold
400
– – ﹤0.01% 473
2014
Q4 		$3K Hold
400
– – ﹤0.01% 471
2014
Q3 		$3K Hold
400
– – ﹤0.01% 421
2014
Q2 		$3K Buy
+400
New +$3.19K ﹤0.01% 418

Other funds holding ESIO

NIMC
Nierenberg Investment Management Company Camas, Washington $201M AUM 36.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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

JFS Wealth Advisors's ESIO Position: Q2 2015 in Review

JFS Wealth Advisors sold out of Electro Scientific Industries (ESIO) in Q2 2015, closing a stake of 400 shares — an estimated $2K sold.

JFS Wealth Advisors first reported a position in ESIO in Q2 2014 and held it in 4 quarters. The position peaked at $3K in Q4 2014. 97 funds tracked by Wall St. Rank hold ESIO as of Q2 2015.

  • JFS Wealth Advisors reported no remaining Electro Scientific Industries position as of Q2 2015 after selling out during the quarter.
  • JFS Wealth Advisors sold 400 Electro Scientific Industries shares in Q2 2015, an estimated $2K.
  • JFS Wealth Advisors first reported a position in Electro Scientific Industries in Q2 2014 and held it in 4 quarters.
  • JFS Wealth Advisors's Electro Scientific Industries position peaked at $3K in Q4 2014.
  • 97 funds tracked by Wall St. Rank held Electro Scientific Industries as of Q2 2015.

Based on JFS Wealth Advisors's 13F filing for Q2 2015, filed 31 Jul 2015.