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UBS’s ESCO Technologies ESE Stock Holding History

UBS’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
2013
Q4 		– Sell
-300
Closed -$10K – 10489
2013
Q3 		$10K Hold
300
– – ﹤0.01% 8799
2013
Q2 		$10K Buy
+300
New +$10.3K ﹤0.01% 8612

Other funds holding ESE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

UBS's ESE Position: Q3 2014 in Review

UBS reduced its ESCO Technologies (ESE) stake by 84% in Q3 2014, selling an estimated $26.8K and leaving 143 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #9436.

UBS first reported a position in ESE in Q2 2013 and has held it in 6 quarters since. The position peaked at $117K in Q3 2013. 137 funds tracked by Wall St. Rank hold ESE as of Q3 2014.

  • UBS held 143 shares of ESCO Technologies worth $5K as of Q3 2014.
  • UBS sold 771 ESCO Technologies shares in Q3 2014, an estimated $26.8K.
  • ESCO Technologies made up ﹤0.01% of UBS's portfolio in Q3 2014, its #9436 holding.
  • UBS first reported a position in ESCO Technologies in Q2 2013 and has held it in 6 quarters since.
  • UBS's ESCO Technologies position peaked at $117K in Q3 2013.
  • 137 funds tracked by Wall St. Rank held ESCO Technologies as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.