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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% 929
2017
Q2 		$0 Hold
4
– – ﹤0.01% 726
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% 799
2015
Q4 		$0 Buy
+16
New +$600 ﹤0.01% 771

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mosaic Family Wealth's ESE Position: Q4 2017 in Review

Mosaic Family Wealth sold out of ESCO Technologies (ESE) in Q4 2017, closing a stake of 4 shares.

Mosaic Family Wealth first reported a position in ESE in Q4 2015 and held it in 8 quarters. The position peaked at $1K in Q2 2016. 167 funds tracked by Wall St. Rank hold ESE as of Q4 2017.

  • Mosaic Family Wealth reported no remaining ESCO Technologies position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 4 ESCO Technologies shares in Q4 2017.
  • Mosaic Family Wealth first reported a position in ESCO Technologies in Q4 2015 and held it in 8 quarters.
  • Mosaic Family Wealth's ESCO Technologies position peaked at $1K in Q2 2016.
  • 167 funds tracked by Wall St. Rank held ESCO Technologies as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.