WIL
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Winifred I. Li’s ESCO Technologies ESE Stock Holding History

Winifred I. Li’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
2014
Q4 		$42K Hold
1,150
– – 0.04% 310
2014
Q3 		$40K Buy
1,150
+440
+62% +$15.3K 0.04% 314
2014
Q2 		$25K Buy
+710
New +$24.3K 0.02% 340

Other funds holding ESE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Winifred I. Li's ESE Position: Q4 2014 in Review

Winifred I. Li held its ESCO Technologies (ESE) position steady in Q4 2014 at 1,150 shares worth $42K. The position accounts for 0.04% of the portfolio, ranked #310.

Winifred I. Li first reported a position in ESE in Q2 2014 and has held it in 3 quarters since. 136 funds tracked by Wall St. Rank hold ESE as of Q4 2014.

  • Winifred I. Li held 1,150 shares of ESCO Technologies worth $42K as of Q4 2014.
  • Winifred I. Li left its ESCO Technologies share count unchanged in Q4 2014.
  • ESCO Technologies made up 0.04% of Winifred I. Li's portfolio in Q4 2014, its #310 holding.
  • Winifred I. Li first reported a position in ESCO Technologies in Q2 2014 and has held it in 3 quarters since.
  • 136 funds tracked by Wall St. Rank held ESCO Technologies as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.