WG
ES

Welch Group’s ENERGYSOLUTIONS INC. COM ES Stock Holding History

Welch Group’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-1,944
Closed -$113K – 145
2016
Q1 		$113K Sell
1,944
-113
-5% -$6.57K 0.02% 141
2015
Q4 		$105K Hold
2,057
– – 0.02% 144
2015
Q3 		$104K Buy
+2,057
New +$104K 0.02% 146

Other funds holding ES

GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Welch Group's ES Position: Q2 2016 in Review

Welch Group sold out of ENERGYSOLUTIONS INC. COM (ES) in Q2 2016, closing a stake of 1,944 shares — an estimated $113K sold.

Welch Group first reported a position in ES in Q3 2015 and held it in 3 quarters. The position peaked at $113K in Q1 2016. 1 fund tracked by Wall St. Rank holds ES as of Q2 2016.

  • Welch Group reported no remaining ENERGYSOLUTIONS INC. COM position as of Q2 2016 after selling out during the quarter.
  • Welch Group sold 1,944 ENERGYSOLUTIONS INC. COM shares in Q2 2016, an estimated $113K.
  • Welch Group first reported a position in ENERGYSOLUTIONS INC. COM in Q3 2015 and held it in 3 quarters.
  • Welch Group's ENERGYSOLUTIONS INC. COM position peaked at $113K in Q1 2016.
  • 1 fund tracked by Wall St. Rank held ENERGYSOLUTIONS INC. COM as of Q2 2016.

Based on Welch Group's 13F filing for Q2 2016, filed 28 Jul 2016.