Measured Wealth Private Client Group’s Bottomline Technologies Inc EPAY Stock Holding History

Measured Wealth Private Client Group’s Portfolio EPAY Stock Details EPAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-7,440	Closed	-$329K	–	211
2019 Q2	$329K	Sell	7,440 -20	-0.3%	-$929	0.19%	117
2019 Q1	$374K	Buy	+7,460	New	+$360K	0.23%	99
2018 Q4	–	Sell	-6,640	Closed	-$483K	–	775
2018 Q3	$483K	Sell	6,640 -3,760	-36%	-$230K	0.29%	53
2018 Q2	$518K	Buy	+10,400	New	+$464K	0.42%	38

Other funds holding EPAY

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

NSAM

North Star Asset Management Neenah, Wisconsin $2.54B AUM 17.62% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Measured Wealth Private Client Group's EPAY Position: Q3 2019 in Review

Measured Wealth Private Client Group sold out of Bottomline Technologies Inc (EPAY) in Q3 2019, closing a stake of 7,440 shares — an estimated $329K sold.

Measured Wealth Private Client Group first reported a position in EPAY in Q2 2018 and held it in 4 quarters. The position peaked at $518K in Q2 2018. 204 funds tracked by Wall St. Rank hold EPAY as of Q3 2019.

Measured Wealth Private Client Group reported no remaining Bottomline Technologies Inc position as of Q3 2019 after selling out during the quarter.
Measured Wealth Private Client Group sold 7,440 Bottomline Technologies Inc shares in Q3 2019, an estimated $329K.
Measured Wealth Private Client Group first reported a position in Bottomline Technologies Inc in Q2 2018 and held it in 4 quarters.
Measured Wealth Private Client Group's Bottomline Technologies Inc position peaked at $518K in Q2 2018.
204 funds tracked by Wall St. Rank held Bottomline Technologies Inc as of Q3 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2019, filed 11 Oct 2019.