RFA
ESCR

Reilly Financial Advisors’s ESCALERA RESOURCES CO ESCR Stock Holding History

Reilly Financial Advisors’s Portfolio ESCR Stock Details ESCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,700
Closed -$3K – 889
2014
Q3 		$3K Hold
1,700
– – ﹤0.01% 741
2014
Q2 		$4K Buy
+1,700
New +$4.7K ﹤0.01% 725

Other funds holding ESCR

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Reilly Financial Advisors's ESCR Position: Q4 2014 in Review

Reilly Financial Advisors sold out of ESCALERA RESOURCES CO (ESCR) in Q4 2014, closing a stake of 1,700 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in ESCR in Q2 2014 and held it in 2 quarters. The position peaked at $4K in Q2 2014. 29 funds tracked by Wall St. Rank hold ESCR as of Q4 2014.

  • Reilly Financial Advisors reported no remaining ESCALERA RESOURCES CO position as of Q4 2014 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,700 ESCALERA RESOURCES CO shares in Q4 2014, an estimated $3K.
  • Reilly Financial Advisors first reported a position in ESCALERA RESOURCES CO in Q2 2014 and held it in 2 quarters.
  • Reilly Financial Advisors's ESCALERA RESOURCES CO position peaked at $4K in Q2 2014.
  • 29 funds tracked by Wall St. Rank held ESCALERA RESOURCES CO as of Q4 2014.

Based on Reilly Financial Advisors's 13F filing for Q4 2014, filed 16 Jan 2015.