Advisor Group’s Ecology and Environment EEI Stock Holding History

Advisor Group’s Portfolio EEI Stock Details EEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-500	Closed	-$8K	–	5576
2019 Q3	$8K	Hold	500	–	–	﹤0.01%	4488
2019 Q2	$5K	Sell	500 -256	-34%	-$2.79K	﹤0.01%	4723
2019 Q1	$9K	Buy	756 +395	+109%	+$4.58K	﹤0.01%	4443
2018 Q4	$4K	Buy	+361	New	+$4.34K	﹤0.01%	4665

Other funds holding EEI

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

NIM

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisor Group's EEI Position: Q4 2019 in Review

Advisor Group sold out of Ecology and Environment (EEI) in Q4 2019, closing a stake of 500 shares — an estimated $8K sold.

Advisor Group first reported a position in EEI in Q4 2018 and held it in 4 quarters. The position peaked at $9K in Q1 2019. 7 funds tracked by Wall St. Rank hold EEI as of Q4 2019.

Advisor Group reported no remaining Ecology and Environment position as of Q4 2019 after selling out during the quarter.
Advisor Group sold 500 Ecology and Environment shares in Q4 2019, an estimated $8K.
Advisor Group first reported a position in Ecology and Environment in Q4 2018 and held it in 4 quarters.
Advisor Group's Ecology and Environment position peaked at $9K in Q1 2019.
7 funds tracked by Wall St. Rank held Ecology and Environment as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.