PAG
ESBK

Private Advisor Group’s Elmira Savings Bank Elmira NY ESBK Stock Holding History

Private Advisor Group’s Portfolio ESBK Stock Details ESBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-3,564
Closed -$39K – 3763
2020
Q2 		$39K Buy
+3,564
New +$42K ﹤0.01% 2234

Other funds holding ESBK

VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Private Advisor Group's ESBK Position: Q3 2020 in Review

Private Advisor Group sold out of Elmira Savings Bank Elmira NY (ESBK) in Q3 2020, closing a stake of 3,564 shares — an estimated $39K sold.

Private Advisor Group first reported a position in ESBK in Q2 2020 and held it in 1 quarter. The position peaked at $39K in Q2 2020. 12 funds tracked by Wall St. Rank hold ESBK as of Q3 2020.

  • Private Advisor Group reported no remaining Elmira Savings Bank Elmira NY position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 3,564 Elmira Savings Bank Elmira NY shares in Q3 2020, an estimated $39K.
  • Private Advisor Group first reported a position in Elmira Savings Bank Elmira NY in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's Elmira Savings Bank Elmira NY position peaked at $39K in Q2 2020.
  • 12 funds tracked by Wall St. Rank held Elmira Savings Bank Elmira NY as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.