National Penn Investors Trust’s Bottomline Technologies Inc EPAY Stock Holding History

National Penn Investors Trust’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
2016 Q1	$374K	Buy	12,255 +1,055	+9%	+$30.2K	0.04%	151
2015 Q4	$333K	Buy	11,200 +1,710	+18%	+$48.3K	0.04%	167
2015 Q3	$237K	Buy	9,490 +570	+6%	+$15.2K	0.03%	190
2015 Q2	$248K	Buy	8,920 +345	+4%	+$9.51K	0.03%	196
2015 Q1	$235K	Hold	8,575	–	–	0.02%	200
2014 Q4	$217K	Buy	+8,575	New	+$221K	0.02%	177
2014 Q3	–	Sell	-6,750	Closed	-$202K	–	188
2014 Q2	$202K	Sell	6,750 -5	-0.1%	-$154	0.02%	178
2014 Q1	$237K	Sell	6,755 -5,010	-43%	-$174K	0.03%	175
2013 Q4	$425K	Sell	11,765 -180	-2%	-$5.82K	0.05%	154
2013 Q3	$333K	Sell	11,945 -2,250	-16%	-$64.1K	0.04%	167
2013 Q2	$359K	Buy	+14,195	New	+$379K	0.05%	156

Other funds holding EPAY

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

CCA

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return

National Penn Investors Trust's EPAY Position: Q1 2016 in Review

National Penn Investors Trust increased its Bottomline Technologies Inc (EPAY) stake by 9.4% in Q1 2016, buying an estimated $30.2K and bringing the position to 12,255 shares worth $374K. The position accounts for 0.04% of the portfolio, ranked #151.

National Penn Investors Trust first reported a position in EPAY in Q2 2013 and has held it in 11 quarters since. The position peaked at $425K in Q4 2013. 155 funds tracked by Wall St. Rank hold EPAY as of Q1 2016.

National Penn Investors Trust held 12,255 shares of Bottomline Technologies Inc worth $374K as of Q1 2016.
National Penn Investors Trust bought 1,055 Bottomline Technologies Inc shares in Q1 2016, an estimated $30.2K.
Bottomline Technologies Inc made up 0.04% of National Penn Investors Trust's portfolio in Q1 2016, its #151 holding.
National Penn Investors Trust first reported a position in Bottomline Technologies Inc in Q2 2013 and has held it in 11 quarters since.
National Penn Investors Trust's Bottomline Technologies Inc position peaked at $425K in Q4 2013.
155 funds tracked by Wall St. Rank held Bottomline Technologies Inc as of Q1 2016.

Based on National Penn Investors Trust's 13F filing for Q1 2016, filed 11 May 2016.