Wellington Management Group’s Espey Mfg & Electronics Corp ESP Stock Holding History

Wellington Management Group’s Portfolio ESP Stock Details ESP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-136,130	Closed	-$3.06M	–	2237
2017 Q3	$3.06M	Sell	136,130 -66,519	-33%	-$1.5M	﹤0.01%	1609
2017 Q2	$4.54M	Hold	202,649	–	–	﹤0.01%	1458
2017 Q1	$4.66M	Buy	202,649 +1,460	+0.7%	+$36.3K	﹤0.01%	1476
2016 Q4	$5.14M	Buy	201,189 +4,510	+2%	+$117K	﹤0.01%	1394
2016 Q3	$5.04M	Buy	196,679 +14,700	+8%	+$383K	﹤0.01%	1376
2016 Q2	$4.73M	Buy	181,979 +208	+0.1%	+$5.21K	﹤0.01%	1358
2016 Q1	$4.47M	Hold	181,771	–	–	﹤0.01%	1390
2015 Q4	$4.73M	Hold	181,771	–	–	﹤0.01%	1374
2015 Q3	$4.41M	Hold	181,771	–	–	﹤0.01%	1389
2015 Q2	$4.73M	Hold	181,771	–	–	﹤0.01%	1421
2015 Q1	$5.2M	Hold	181,771	–	–	﹤0.01%	1445
2014 Q4	$4.33M	Hold	181,771	–	–	﹤0.01%	1481
2014 Q3	$3.66M	Hold	181,771	–	–	﹤0.01%	1525
2014 Q2	$4.57M	Buy	181,771 +2,189	+1%	+$57.1K	﹤0.01%	1482
2014 Q1	$4.89M	Buy	179,582 +97,944	+120%	+$2.95M	﹤0.01%	1469
2013 Q4	$2.67M	Buy	+81,638	New	+$2.61M	﹤0.01%	1635

Other funds holding ESP

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

MDCM

Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wellington Management Group's ESP Position: Q4 2017 in Review

Wellington Management Group sold out of Espey Mfg & Electronics Corp (ESP) in Q4 2017, closing a stake of 136,130 shares — an estimated $3.06M sold.

Wellington Management Group first reported a position in ESP in Q4 2013 and held it in 16 quarters. The position peaked at $5.2M in Q1 2015. 17 funds tracked by Wall St. Rank hold ESP as of Q4 2017.

Wellington Management Group reported no remaining Espey Mfg & Electronics Corp position as of Q4 2017 after selling out during the quarter.
Wellington Management Group sold 136,130 Espey Mfg & Electronics Corp shares in Q4 2017, an estimated $3.06M.
Wellington Management Group first reported a position in Espey Mfg & Electronics Corp in Q4 2013 and held it in 16 quarters.
Wellington Management Group's Espey Mfg & Electronics Corp position peaked at $5.2M in Q1 2015.
17 funds tracked by Wall St. Rank held Espey Mfg & Electronics Corp as of Q4 2017.

Based on Wellington Management Group's 13F filing for Q4 2017, filed 13 Feb 2018.