WP
ESL

WealthPLAN Partners’s Esterline Technologies ESL Stock Holding History

WealthPLAN Partners’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
2015
Q2 		$48K Hold
500
– – 0.02% 177
2015
Q1 		$57K Buy
+500
New +$56.5K 0.03% 226

Other funds holding ESL

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

WealthPLAN Partners's ESL Position: Q2 2015 in Review

WealthPLAN Partners held its Esterline Technologies (ESL) position steady in Q2 2015 at 500 shares worth $48K. The position accounts for 0.02% of the portfolio, ranked #177.

WealthPLAN Partners first reported a position in ESL in Q1 2015 and has held it in 2 quarters since. The position peaked at $57K in Q1 2015. 214 funds tracked by Wall St. Rank hold ESL as of Q2 2015.

  • WealthPLAN Partners held 500 shares of Esterline Technologies worth $48K as of Q2 2015.
  • WealthPLAN Partners left its Esterline Technologies share count unchanged in Q2 2015.
  • Esterline Technologies made up 0.02% of WealthPLAN Partners's portfolio in Q2 2015, its #177 holding.
  • WealthPLAN Partners first reported a position in Esterline Technologies in Q1 2015 and has held it in 2 quarters since.
  • WealthPLAN Partners's Esterline Technologies position peaked at $57K in Q1 2015.
  • 214 funds tracked by Wall St. Rank held Esterline Technologies as of Q2 2015.

Based on WealthPLAN Partners's 13F filing for Q2 2015, filed 10 Aug 2015.