SSG
EPAY

Summit Securities Group’s Bottomline Technologies Inc EPAY Stock Holding History

Summit Securities Group’s Portfolio EPAY Stock Details EPAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-32
Closed -$1K – 768
2014
Q3 		$1K Buy
+32
New +$898 ﹤0.01% 666

Other funds holding EPAY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Summit Securities Group's EPAY Position: Q4 2014 in Review

Summit Securities Group sold out of Bottomline Technologies Inc (EPAY) in Q4 2014, closing a stake of 32 shares — an estimated $1K sold.

Summit Securities Group first reported a position in EPAY in Q3 2014 and held it in 1 quarter. The position peaked at $1K in Q3 2014. 138 funds tracked by Wall St. Rank hold EPAY as of Q4 2014.

  • Summit Securities Group reported no remaining Bottomline Technologies Inc position as of Q4 2014 after selling out during the quarter.
  • Summit Securities Group sold 32 Bottomline Technologies Inc shares in Q4 2014, an estimated $1K.
  • Summit Securities Group first reported a position in Bottomline Technologies Inc in Q3 2014 and held it in 1 quarter.
  • Summit Securities Group's Bottomline Technologies Inc position peaked at $1K in Q3 2014.
  • 138 funds tracked by Wall St. Rank held Bottomline Technologies Inc as of Q4 2014.

Based on Summit Securities Group's 13F filing for Q4 2014, filed 5 Feb 2015.