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Next Financial Group’s Espey Mfg & Electronics Corp ESP Stock Holding History

Next Financial Group’s Portfolio ESP Stock Details ESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-50
Closed -$1K – 1820
2015
Q3 		$1K Hold
50
– – ﹤0.01% 1699
2015
Q2 		$1K Hold
50
– – ﹤0.01% 1754
2015
Q1 		$1K Buy
+50
New +$1.36K ﹤0.01% 1766

Other funds holding ESP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Next Financial Group's ESP Position: Q4 2015 in Review

Next Financial Group sold out of Espey Mfg & Electronics Corp (ESP) in Q4 2015, closing a stake of 50 shares — an estimated $1K sold.

Next Financial Group first reported a position in ESP in Q1 2015 and held it in 3 quarters. The position peaked at $1K in Q3 2015. 25 funds tracked by Wall St. Rank hold ESP as of Q4 2015.

  • Next Financial Group reported no remaining Espey Mfg & Electronics Corp position as of Q4 2015 after selling out during the quarter.
  • Next Financial Group sold 50 Espey Mfg & Electronics Corp shares in Q4 2015, an estimated $1K.
  • Next Financial Group first reported a position in Espey Mfg & Electronics Corp in Q1 2015 and held it in 3 quarters.
  • Next Financial Group's Espey Mfg & Electronics Corp position peaked at $1K in Q3 2015.
  • 25 funds tracked by Wall St. Rank held Espey Mfg & Electronics Corp as of Q4 2015.

Based on Next Financial Group's 13F filing for Q4 2015, filed 2 Feb 2016.