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JOYN Advisors’s ESCO Technologies ESE Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-15
Closed -$1K – 510
2018
Q4 		$1K Hold
15
– – ﹤0.01% 1616
2018
Q3 		$1K Buy
15
+3
+25% +$194 ﹤0.01% 1593
2018
Q2 		$1K Buy
+12
New +$689 ﹤0.01% 1566

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Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
SAM
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State Street
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Macquarie Group
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Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

JOYN Advisors's ESE Position: Q1 2019 in Review

JOYN Advisors sold out of ESCO Technologies (ESE) in Q1 2019, closing a stake of 15 shares — an estimated $1K sold.

JOYN Advisors first reported a position in ESE in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q4 2018. 181 funds tracked by Wall St. Rank hold ESE as of Q1 2019.

  • JOYN Advisors reported no remaining ESCO Technologies position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 15 ESCO Technologies shares in Q1 2019, an estimated $1K.
  • JOYN Advisors first reported a position in ESCO Technologies in Q2 2018 and held it in 3 quarters.
  • JOYN Advisors's ESCO Technologies position peaked at $1K in Q4 2018.
  • 181 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.