WT
EPAY

Whittier Trust’s Bottomline Technologies Inc EPAY Stock Holding History

Whittier Trust’s Portfolio EPAY Stock Details EPAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-500
Closed -$14K – 1239
2015
Q2 		$14K Sell
500
-200
-29% -$5.51K ﹤0.01% 970
2015
Q1 		$19K Buy
700
+200
+40% +$5.19K ﹤0.01% 889
2014
Q4 		$13K Buy
+500
New +$12.9K ﹤0.01% 849

Other funds holding EPAY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Whittier Trust's EPAY Position: Q3 2015 in Review

Whittier Trust sold out of Bottomline Technologies Inc (EPAY) in Q3 2015, closing a stake of 500 shares — an estimated $14K sold.

Whittier Trust first reported a position in EPAY in Q4 2014 and held it in 3 quarters. The position peaked at $19K in Q1 2015. 142 funds tracked by Wall St. Rank hold EPAY as of Q3 2015.

  • Whittier Trust reported no remaining Bottomline Technologies Inc position as of Q3 2015 after selling out during the quarter.
  • Whittier Trust sold 500 Bottomline Technologies Inc shares in Q3 2015, an estimated $14K.
  • Whittier Trust first reported a position in Bottomline Technologies Inc in Q4 2014 and held it in 3 quarters.
  • Whittier Trust's Bottomline Technologies Inc position peaked at $19K in Q1 2015.
  • 142 funds tracked by Wall St. Rank held Bottomline Technologies Inc as of Q3 2015.

Based on Whittier Trust's 13F filing for Q3 2015, filed 12 Nov 2015.