SCP
ESSA

Seizert Capital Partners’s ESSA Bancorp ESSA Stock Holding History

Seizert Capital Partners’s Portfolio ESSA Stock Details ESSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-28,256
Closed -$444K – 224
2016
Q4 		$444K Hold
28,256
– – 0.02% 180
2016
Q3 		$391K Sell
28,256
-2,768
-9% -$38.3K 0.01% 178
2016
Q2 		$416K Buy
31,024
+7,186
+30% +$97K 0.02% 171
2016
Q1 		$322K Buy
23,838
+187
+0.8% +$2.52K 0.01% 196
2015
Q4 		$324K Buy
+23,651
New +$314K 0.01% 194

Other funds holding ESSA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Seizert Capital Partners's ESSA Position: Q1 2017 in Review

Seizert Capital Partners sold out of ESSA Bancorp (ESSA) in Q1 2017, closing a stake of 28,256 shares — an estimated $444K sold.

Seizert Capital Partners first reported a position in ESSA in Q4 2015 and held it in 5 quarters. The position peaked at $444K in Q4 2016. 60 funds tracked by Wall St. Rank hold ESSA as of Q1 2017.

  • Seizert Capital Partners reported no remaining ESSA Bancorp position as of Q1 2017 after selling out during the quarter.
  • Seizert Capital Partners sold 28,256 ESSA Bancorp shares in Q1 2017, an estimated $444K.
  • Seizert Capital Partners first reported a position in ESSA Bancorp in Q4 2015 and held it in 5 quarters.
  • Seizert Capital Partners's ESSA Bancorp position peaked at $444K in Q4 2016.
  • 60 funds tracked by Wall St. Rank held ESSA Bancorp as of Q1 2017.

Based on Seizert Capital Partners's 13F filing for Q1 2017, filed 10 May 2017.