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Summit Trail Advisors’s ESCO Technologies ESE Stock Holding History

Summit Trail Advisors’s Portfolio ESE Stock Details ESE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-103
Closed -$6K – 809
2017
Q4 		$6K Buy
+103
New +$6.26K ﹤0.01% 1357

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SAM
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Summit Trail Advisors's ESE Position: Q1 2018 in Review

Summit Trail Advisors sold out of ESCO Technologies (ESE) in Q1 2018, closing a stake of 103 shares — an estimated $6K sold.

Summit Trail Advisors first reported a position in ESE in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 166 funds tracked by Wall St. Rank hold ESE as of Q1 2018.

  • Summit Trail Advisors reported no remaining ESCO Technologies position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 103 ESCO Technologies shares in Q1 2018, an estimated $6K.
  • Summit Trail Advisors first reported a position in ESCO Technologies in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's ESCO Technologies position peaked at $6K in Q4 2017.
  • 166 funds tracked by Wall St. Rank held ESCO Technologies as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.