MFW
ESE icon

Mosaic Family Wealth’s ESCO Technologies ESE Stock Holding History

Mosaic Family Wealth’s Portfolio ESE Stock Details ESE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-4
Closed – – 747
2017
Q3 		$0 Hold
4
– – ﹤0.01% 931
2017
Q2 		$0 Hold
4
– – ﹤0.01% 727
2017
Q1 		$0 Sell
4
-4
-50% -$225 ﹤0.01% 729
2016
Q4 		$0 Hold
8
– – ﹤0.01% 718
2016
Q3 		$0 Sell
8
-1
-11% -$44 ﹤0.01% 759
2016
Q2 		$1K Sell
9
-7
-44% -$275 ﹤0.01% 760
2016
Q1 		$0 Hold
16
– – ﹤0.01% 800
2015
Q4 		$0 Buy
+16
New +$600 ﹤0.01% 772

Other funds holding ESE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return