JP Morgan Private Wealth Advisors’s ESCO Technologies ESE Stock Holding History

JP Morgan Private Wealth 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
2017 Q2	–	Sell	-9,030	Closed	-$525K	–	1263
2017 Q1	$525K	Sell	9,030 -340	-4%	-$19.1K	﹤0.01%	831
2016 Q4	$531K	Sell	9,370 -960	-9%	-$49K	﹤0.01%	779
2016 Q3	$480K	Hold	10,330	–	–	﹤0.01%	802
2016 Q2	$413K	Buy	10,330 +430	+4%	+$16.9K	﹤0.01%	849
2016 Q1	$386K	Buy	9,900 +1,210	+14%	+$42.8K	﹤0.01%	847
2015 Q4	$314K	Hold	8,690	–	–	﹤0.01%	846
2015 Q3	$312K	Buy	8,690 +790	+10%	+$29K	﹤0.01%	781
2015 Q2	$296K	Hold	7,900	–	–	﹤0.01%	849
2015 Q1	$308K	Buy	+7,900	New	+$296K	﹤0.01%	879

Other funds holding ESE

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ESE Position: Q2 2017 in Review

JP Morgan Private Wealth Advisors sold out of ESCO Technologies (ESE) in Q2 2017, closing a stake of 9,030 shares — an estimated $525K sold.

JP Morgan Private Wealth Advisors first reported a position in ESE in Q1 2015 and held it in 9 quarters. The position peaked at $531K in Q4 2016. 161 funds tracked by Wall St. Rank hold ESE as of Q2 2017.

JP Morgan Private Wealth Advisors reported no remaining ESCO Technologies position as of Q2 2017 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 9,030 ESCO Technologies shares in Q2 2017, an estimated $525K.
JP Morgan Private Wealth Advisors first reported a position in ESCO Technologies in Q1 2015 and held it in 9 quarters.
JP Morgan Private Wealth Advisors's ESCO Technologies position peaked at $531K in Q4 2016.
161 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.