WCM
ESL

Wealthcare Capital Management’s Esterline Technologies ESL Stock Holding History

Wealthcare Capital Management’s Portfolio ESL Stock Details ESL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-60
Closed -$7K – 268
2014
Q3 		$7K Buy
+60
New +$6.83K ﹤0.01% 195

Other funds holding ESL

RI
Relational Investors San Diego, California $840M AUM 0.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MC
MSD Capital New York $102M AUM 2.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealthcare Capital Management's ESL Position: Q4 2014 in Review

Wealthcare Capital Management sold out of Esterline Technologies (ESL) in Q4 2014, closing a stake of 60 shares — an estimated $7K sold.

Wealthcare Capital Management first reported a position in ESL in Q3 2014 and held it in 1 quarter. The position peaked at $7K in Q3 2014. 209 funds tracked by Wall St. Rank hold ESL as of Q4 2014.

  • Wealthcare Capital Management reported no remaining Esterline Technologies position as of Q4 2014 after selling out during the quarter.
  • Wealthcare Capital Management sold 60 Esterline Technologies shares in Q4 2014, an estimated $7K.
  • Wealthcare Capital Management first reported a position in Esterline Technologies in Q3 2014 and held it in 1 quarter.
  • Wealthcare Capital Management's Esterline Technologies position peaked at $7K in Q3 2014.
  • 209 funds tracked by Wall St. Rank held Esterline Technologies as of Q4 2014.

Based on Wealthcare Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.