Stilwell Joseph’s ESSA Bancorp ESSA Stock Holding History

Stilwell Joseph’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
2014 Q4	$420K	Hold	35,000	–	–	0.24%	42
2014 Q3	$396K	Hold	35,000	–	–	0.26%	36
2014 Q2	$390K	Hold	35,000	–	–	0.24%	39
2014 Q1	$380K	Hold	35,000	–	–	0.24%	40
2013 Q4	$405K	Hold	35,000	–	–	0.24%	42
2013 Q3	$365K	Hold	35,000	–	–	0.21%	45
2013 Q2	$384K	Buy	+35,000	New	+$377K	0.22%	46

Other funds holding ESSA

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CIM

Corbyn Investment Management Lutherville, Maryland $300M AUM 18.88% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

HHC

Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return

AMI

Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

APFBOT

Amica Pension Fund Board of Trustees Providence, Rhode Island $644M AUM 4.55% 1-Year Est. Return

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Stilwell Joseph's ESSA Position: Q4 2014 in Review

Stilwell Joseph held its ESSA Bancorp (ESSA) position steady in Q4 2014 at 35,000 shares worth $420K. The position accounts for 0.24% of the portfolio, ranked #42.

Stilwell Joseph first reported a position in ESSA in Q2 2013 and has held it in 7 quarters since. 47 funds tracked by Wall St. Rank hold ESSA as of Q4 2014.

Stilwell Joseph held 35,000 shares of ESSA Bancorp worth $420K as of Q4 2014.
Stilwell Joseph left its ESSA Bancorp share count unchanged in Q4 2014.
ESSA Bancorp made up 0.24% of Stilwell Joseph's portfolio in Q4 2014, its #42 holding.
Stilwell Joseph first reported a position in ESSA Bancorp in Q2 2013 and has held it in 7 quarters since.
47 funds tracked by Wall St. Rank held ESSA Bancorp as of Q4 2014.

Based on Stilwell Joseph's 13F filing for Q4 2014, filed 26 Jan 2015.