LVW Advisors’s Escalade ESCA Stock Holding History

LVW Advisors’s Portfolio ESCA Stock Details ESCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-24,216	Closed	-$238K	–	174
2019 Q4	$238K	Buy	+24,216	New	+$262K	0.05%	161

Other funds holding ESCA

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

BCM

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PBO

Peoples Bank (Ohio) Marietta, Ohio $195M AUM 28.11% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LVW Advisors's ESCA Position: Q1 2020 in Review

LVW Advisors sold out of Escalade (ESCA) in Q1 2020, closing a stake of 24,216 shares — an estimated $238K sold.

LVW Advisors first reported a position in ESCA in Q4 2019 and held it in 1 quarter. The position peaked at $238K in Q4 2019. 51 funds tracked by Wall St. Rank hold ESCA as of Q1 2020.

LVW Advisors reported no remaining Escalade position as of Q1 2020 after selling out during the quarter.
LVW Advisors sold 24,216 Escalade shares in Q1 2020, an estimated $238K.
LVW Advisors first reported a position in Escalade in Q4 2019 and held it in 1 quarter.
LVW Advisors's Escalade position peaked at $238K in Q4 2019.
51 funds tracked by Wall St. Rank held Escalade as of Q1 2020.

Based on LVW Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.