Wellington Management Group
ESQ icon

Wellington Management Group’s Esquire Financial Holdings ESQ Stock Holding History

Wellington Management Group’s Portfolio ESQ Stock Details ESQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-219,702
Closed -$4.35M – 2228
2017
Q4 		$4.35M Sell
219,702
-124,998
-36% -$2.19M ﹤0.01% 1518
2017
Q3 		$5.55M Sell
344,700
-100
-0% -$1.51K ﹤0.01% 1444
2017
Q2 		$5.17M Buy
+344,800
New +$5.19M ﹤0.01% 1416

Other funds holding ESQ

BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
MIM
Monashee Investment Management Boston, Massachusetts $184M AUM 197.43% 1-Year Est. Return

Wellington Management Group's ESQ Position: Q1 2018 in Review

Wellington Management Group sold out of Esquire Financial Holdings (ESQ) in Q1 2018, closing a stake of 219,702 shares — an estimated $4.35M sold.

Wellington Management Group first reported a position in ESQ in Q2 2017 and held it in 3 quarters. The position peaked at $5.55M in Q3 2017. 31 funds tracked by Wall St. Rank hold ESQ as of Q1 2018.

  • Wellington Management Group reported no remaining Esquire Financial Holdings position as of Q1 2018 after selling out during the quarter.
  • Wellington Management Group sold 219,702 Esquire Financial Holdings shares in Q1 2018, an estimated $4.35M.
  • Wellington Management Group first reported a position in Esquire Financial Holdings in Q2 2017 and held it in 3 quarters.
  • Wellington Management Group's Esquire Financial Holdings position peaked at $5.55M in Q3 2017.
  • 31 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q1 2018.

Based on Wellington Management Group's 13F filing for Q1 2018, filed 15 May 2018.