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Wealthspire Advisors (Maryland)’s ESCO Technologies ESE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-480
Closed -$32K – 929
2019
Q1 		$32K Hold
480
– – ﹤0.01% 1078
2018
Q4 		$32K Buy
480
+422
+728% +$27.4K ﹤0.01% 1025
2018
Q3 		$4K Buy
58
+6
+12% +$389 ﹤0.01% 1892
2018
Q2 		$3K Buy
52
+25
+93% +$1.44K ﹤0.01% 1995
2018
Q1 		$2K Sell
27
-3
-10% -$184 ﹤0.01% 2158
2017
Q4 		$2K Buy
+30
New +$1.82K ﹤0.01% 2114

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

Wealthspire Advisors (Maryland) sold out of ESCO Technologies (ESE) in Q2 2019, closing a stake of 480 shares — an estimated $32K sold.

Wealthspire Advisors (Maryland) first reported a position in ESE in Q4 2017 and held it in 6 quarters. The position peaked at $32K in Q1 2019. 181 funds tracked by Wall St. Rank hold ESE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining ESCO Technologies position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 480 ESCO Technologies shares in Q2 2019, an estimated $32K.
  • Wealthspire Advisors (Maryland) first reported a position in ESCO Technologies in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s ESCO Technologies position peaked at $32K in Q1 2019.
  • 181 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2019.

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