LPL Financial
ESIO

LPL Financial’s Electro Scientific Industries ESIO Stock Holding History

LPL Financial’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
2018
Q4 		– Sell
-12,835
Closed -$224K – 3332
2018
Q3 		$224K Buy
12,835
+154
+1% +$3K ﹤0.01% 2912
2018
Q2 		$200K Buy
+12,681
New +$238K ﹤0.01% 2981

Other funds holding ESIO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial's ESIO Position: Q4 2018 in Review

LPL Financial sold out of Electro Scientific Industries (ESIO) in Q4 2018, closing a stake of 12,835 shares — an estimated $224K sold.

LPL Financial first reported a position in ESIO in Q2 2018 and held it in 2 quarters. The position peaked at $224K in Q3 2018. 174 funds tracked by Wall St. Rank hold ESIO as of Q4 2018.

  • LPL Financial reported no remaining Electro Scientific Industries position as of Q4 2018 after selling out during the quarter.
  • LPL Financial sold 12,835 Electro Scientific Industries shares in Q4 2018, an estimated $224K.
  • LPL Financial first reported a position in Electro Scientific Industries in Q2 2018 and held it in 2 quarters.
  • LPL Financial's Electro Scientific Industries position peaked at $224K in Q3 2018.
  • 174 funds tracked by Wall St. Rank held Electro Scientific Industries as of Q4 2018.

Based on LPL Financial's 13F filing for Q4 2018, filed 7 Feb 2019.