AIM
EFC

Anchor Investment Management’s Ellington Financial EFC Stock Holding History

Anchor Investment Management’s Portfolio EFC Stock Details EFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-600
Closed -$7.36K – 930
2020
Q3 		$7.36K Hold
600
– – ﹤0.01% 691
2020
Q2 		$7.07K Hold
600
– – ﹤0.01% 667
2020
Q1 		$3.43K Hold
600
– – ﹤0.01% 722
2019
Q4 		$11K Hold
600
– – ﹤0.01% 638
2019
Q3 		$10.8K Hold
600
– – ﹤0.01% 627
2019
Q2 		$10.8K Hold
600
– – ﹤0.01% 623
2019
Q1 		$10.7K Hold
600
– – ﹤0.01% 614
2018
Q4 		$9.2K Sell
600
-300
-33% -$4.68K ﹤0.01% 628
2018
Q3 		$14.4K Sell
900
-20,106
-96% -$326K ﹤0.01% 611
2018
Q2 		$328K Sell
21,006
-1,800
-8% -$27.9K 0.08% 232
2018
Q1 		$338K Hold
22,806
– – 0.09% 222
2017
Q4 		$331K Sell
22,806
-944
-4% -$14.4K 0.09% 219
2017
Q3 		$375K Buy
23,750
+40
+0.2% +$639 0.11% 193
2017
Q2 		$384K Buy
23,710
+80
+0.3% +$1.32K 0.13% 169
2017
Q1 		$374K Buy
23,630
+730
+3% +$11.6K 0.13% 165
2016
Q4 		$355K Sell
22,900
-10,012
-30% -$160K 0.13% 157
2016
Q3 		$549K Buy
32,912
+612
+2% +$10.6K 0.21% 113
2016
Q2 		$553K Sell
32,300
-2,500
-7% -$43.2K 0.22% 111
2016
Q1 		$606K Buy
+34,800
New +$582K 0.25% 104

Other funds holding EFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EMG
Ellington Management Group Old Greenwich, Connecticut $676M AUM 23.65% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Anchor Investment Management's EFC Position: Q4 2020 in Review

Anchor Investment Management sold out of Ellington Financial (EFC) in Q4 2020, closing a stake of 600 shares — an estimated $7.36K sold.

Anchor Investment Management first reported a position in EFC in Q1 2016 and held it in 19 quarters. The position peaked at $606K in Q1 2016. 105 funds tracked by Wall St. Rank hold EFC as of Q4 2020.

  • Anchor Investment Management reported no remaining Ellington Financial position as of Q4 2020 after selling out during the quarter.
  • Anchor Investment Management sold 600 Ellington Financial shares in Q4 2020, an estimated $7.36K.
  • Anchor Investment Management first reported a position in Ellington Financial in Q1 2016 and held it in 19 quarters.
  • Anchor Investment Management's Ellington Financial position peaked at $606K in Q1 2016.
  • 105 funds tracked by Wall St. Rank held Ellington Financial as of Q4 2020.

Based on Anchor Investment Management's 13F filing for Q4 2020, filed 2 Jan 2024.