Wealthspire Advisors (Maryland)’s Bottomline Technologies Inc EPAY Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio EPAY Stock Details EPAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,479	Closed	-$74K	–	2295
2019 Q1	$74K	Buy	1,479 +560	+61%	+$27K	0.01%	752
2018 Q4	$44K	Buy	919 +199	+28%	+$11.5K	﹤0.01%	921
2018 Q3	$52K	Sell	720 -153	-18%	-$9.35K	﹤0.01%	958
2018 Q2	$44K	Sell	873 -203	-19%	-$9.06K	﹤0.01%	1026
2018 Q1	$42K	Sell	1,076 -6	-0.6%	-$224	﹤0.01%	1056
2017 Q4	$38K	Sell	1,082 -125	-10%	-$4.19K	﹤0.01%	1119
2017 Q3	$38K	Sell	1,207 -121	-9%	-$3.53K	﹤0.01%	1074
2017 Q2	$34K	Buy	1,328 +160	+14%	+$3.93K	﹤0.01%	1086
2017 Q1	$28K	Hold	1,168	–	–	﹤0.01%	974
2016 Q4	$29K	Sell	1,168 -345	-23%	-$8.2K	﹤0.01%	923
2016 Q3	$35K	Hold	1,513	–	–	0.01%	885
2016 Q2	$33K	Buy	1,513 +745	+97%	+$19.5K	0.01%	833
2016 Q1	$23K	Hold	768	–	–	﹤0.01%	935
2015 Q4	$23K	Buy	+768	New	+$21.7K	﹤0.01%	928

Other funds holding EPAY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EPAY Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Bottomline Technologies Inc (EPAY) in Q2 2019, closing a stake of 1,479 shares — an estimated $74K sold.

Wealthspire Advisors (Maryland) first reported a position in EPAY in Q4 2015 and held it in 14 quarters. The position peaked at $74K in Q1 2019. 202 funds tracked by Wall St. Rank hold EPAY as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Bottomline Technologies Inc position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,479 Bottomline Technologies Inc shares in Q2 2019, an estimated $74K.
Wealthspire Advisors (Maryland) first reported a position in Bottomline Technologies Inc in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Bottomline Technologies Inc position peaked at $74K in Q1 2019.
202 funds tracked by Wall St. Rank held Bottomline Technologies Inc as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.