TFA
ESSA

Transamerica Financial Advisors’s ESSA Bancorp ESSA Stock Holding History

Transamerica Financial Advisors’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
2016
Q2 		– Sell
-1,225
Closed -$17K – 482
2016
Q1 		$17K Hold
1,225
– – ﹤0.01% 499
2015
Q4 		$17K Hold
1,225
– – ﹤0.01% 544
2015
Q3 		$16K Buy
+1,225
New +$15.8K ﹤0.01% 524

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
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Transamerica Financial Advisors's ESSA Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of ESSA Bancorp (ESSA) in Q2 2016, closing a stake of 1,225 shares — an estimated $17K sold.

Transamerica Financial Advisors first reported a position in ESSA in Q3 2015 and held it in 3 quarters. The position peaked at $17K in Q1 2016. 60 funds tracked by Wall St. Rank hold ESSA as of Q2 2016.

  • Transamerica Financial Advisors reported no remaining ESSA Bancorp position as of Q2 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1,225 ESSA Bancorp shares in Q2 2016, an estimated $17K.
  • Transamerica Financial Advisors first reported a position in ESSA Bancorp in Q3 2015 and held it in 3 quarters.
  • Transamerica Financial Advisors's ESSA Bancorp position peaked at $17K in Q1 2016.
  • 60 funds tracked by Wall St. Rank held ESSA Bancorp as of Q2 2016.

Based on Transamerica Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.