LP
ESSA

LMR Partners’s ESSA Bancorp ESSA Stock Holding History

LMR Partners’s Portfolio ESSA Stock Details ESSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-14,082
Closed -$159K – 389
2014
Q3 		$159K Sell
14,082
-8,534
-38% -$97K 0.01% 264
2014
Q2 		$252K Buy
+22,616
New +$241K 0.02% 369

Other funds holding ESSA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIM
Corbyn Investment Management Lutherville, Maryland $300M AUM 18.88% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
HHC
Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
APFBOT
Amica Pension Fund Board of Trustees Providence, Rhode Island $644M AUM 4.55% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

LMR Partners's ESSA Position: Q4 2014 in Review

LMR Partners sold out of ESSA Bancorp (ESSA) in Q4 2014, closing a stake of 14,082 shares — an estimated $159K sold.

LMR Partners first reported a position in ESSA in Q2 2014 and held it in 2 quarters. The position peaked at $252K in Q2 2014. 47 funds tracked by Wall St. Rank hold ESSA as of Q4 2014.

  • LMR Partners reported no remaining ESSA Bancorp position as of Q4 2014 after selling out during the quarter.
  • LMR Partners sold 14,082 ESSA Bancorp shares in Q4 2014, an estimated $159K.
  • LMR Partners first reported a position in ESSA Bancorp in Q2 2014 and held it in 2 quarters.
  • LMR Partners's ESSA Bancorp position peaked at $252K in Q2 2014.
  • 47 funds tracked by Wall St. Rank held ESSA Bancorp as of Q4 2014.

Based on LMR Partners's 13F filing for Q4 2014, filed 20 Jan 2015.