WAP
ESND

Wealthcare Advisory Partners’s Essendant Inc. ESND Stock Holding History

Wealthcare Advisory Partners’s Portfolio ESND Stock Details ESND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-3,000
Closed -$28K – 1312
2017
Q4 		$28K Buy
+3,000
New +$30.9K 0.01% 475

Other funds holding ESND

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthcare Advisory Partners's ESND Position: Q1 2018 in Review

Wealthcare Advisory Partners sold out of Essendant Inc. (ESND) in Q1 2018, closing a stake of 3,000 shares — an estimated $28K sold.

Wealthcare Advisory Partners first reported a position in ESND in Q4 2017 and held it in 1 quarter. The position peaked at $28K in Q4 2017. 154 funds tracked by Wall St. Rank hold ESND as of Q1 2018.

  • Wealthcare Advisory Partners reported no remaining Essendant Inc. position as of Q1 2018 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 3,000 Essendant Inc. shares in Q1 2018, an estimated $28K.
  • Wealthcare Advisory Partners first reported a position in Essendant Inc. in Q4 2017 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Essendant Inc. position peaked at $28K in Q4 2017.
  • 154 funds tracked by Wall St. Rank held Essendant Inc. as of Q1 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2018, filed 15 May 2018.