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Welch Group’s ESCO Technologies ESE Stock Holding History

Welch Group’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
2016
Q3 		– Sell
-2,600
Closed -$104K – 140
2016
Q2 		$104K Hold
2,600
– – 0.02% 122
2016
Q1 		$101K Buy
+2,600
New +$92K 0.02% 147
2015
Q2 		– Sell
-2,600
Closed -$101K – 147
2015
Q1 		$101K Buy
+2,600
New +$97.4K 0.02% 142

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Welch Group's ESE Position: Q3 2016 in Review

Welch Group sold out of ESCO Technologies (ESE) in Q3 2016, closing a stake of 2,600 shares — an estimated $104K sold.

Welch Group first reported a position in ESE in Q1 2015 and held it in 3 quarters. The position peaked at $104K in Q2 2016. 156 funds tracked by Wall St. Rank hold ESE as of Q3 2016.

  • Welch Group reported no remaining ESCO Technologies position as of Q3 2016 after selling out during the quarter.
  • Welch Group sold 2,600 ESCO Technologies shares in Q3 2016, an estimated $104K.
  • Welch Group first reported a position in ESCO Technologies in Q1 2015 and held it in 3 quarters.
  • Welch Group's ESCO Technologies position peaked at $104K in Q2 2016.
  • 156 funds tracked by Wall St. Rank held ESCO Technologies as of Q3 2016.

Based on Welch Group's 13F filing for Q3 2016, filed 28 Oct 2016.