LPL Financial
ESBK

LPL Financial’s Elmira Savings Bank Elmira NY ESBK Stock Holding History

LPL Financial’s Portfolio ESBK Stock Details ESBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-13,173
Closed -$230K – 3069
2016
Q1 		$230K Hold
13,173
– – ﹤0.01% 2705
2015
Q4 		$257K Buy
+13,173
New +$244K ﹤0.01% 2652

Other funds holding ESBK

VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CCT
Chemung Canal Trust Elmira, New York $541M AUM 32.42% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

LPL Financial's ESBK Position: Q2 2016 in Review

LPL Financial sold out of Elmira Savings Bank Elmira NY (ESBK) in Q2 2016, closing a stake of 13,173 shares — an estimated $230K sold.

LPL Financial first reported a position in ESBK in Q4 2015 and held it in 2 quarters. The position peaked at $257K in Q4 2015. 13 funds tracked by Wall St. Rank hold ESBK as of Q2 2016.

  • LPL Financial reported no remaining Elmira Savings Bank Elmira NY position as of Q2 2016 after selling out during the quarter.
  • LPL Financial sold 13,173 Elmira Savings Bank Elmira NY shares in Q2 2016, an estimated $230K.
  • LPL Financial first reported a position in Elmira Savings Bank Elmira NY in Q4 2015 and held it in 2 quarters.
  • LPL Financial's Elmira Savings Bank Elmira NY position peaked at $257K in Q4 2015.
  • 13 funds tracked by Wall St. Rank held Elmira Savings Bank Elmira NY as of Q2 2016.

Based on LPL Financial's 13F filing for Q2 2016, filed 15 Aug 2016.