MWM
ESL

MinichMacGregor Wealth Management’s Esterline Technologies ESL Stock Holding History

MinichMacGregor Wealth Management’s Portfolio ESL Stock Details ESL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-211
Closed -$18K – 531
2016
Q4 		$18K Buy
+211
New +$17.3K 0.02% 190

Other funds holding ESL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MinichMacGregor Wealth Management's ESL Position: Q1 2017 in Review

MinichMacGregor Wealth Management sold out of Esterline Technologies (ESL) in Q1 2017, closing a stake of 211 shares — an estimated $18K sold.

MinichMacGregor Wealth Management first reported a position in ESL in Q4 2016 and held it in 1 quarter. The position peaked at $18K in Q4 2016. 198 funds tracked by Wall St. Rank hold ESL as of Q1 2017.

  • MinichMacGregor Wealth Management reported no remaining Esterline Technologies position as of Q1 2017 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 211 Esterline Technologies shares in Q1 2017, an estimated $18K.
  • MinichMacGregor Wealth Management first reported a position in Esterline Technologies in Q4 2016 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Esterline Technologies position peaked at $18K in Q4 2016.
  • 198 funds tracked by Wall St. Rank held Esterline Technologies as of Q1 2017.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2017, filed 28 Jun 2018.