Berman Capital Advisors’s Eagle Financial Bancorp, Inc. Common Stock EFBI Stock Holding History

Berman Capital Advisors’s Portfolio EFBI Stock Details EFBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-10,000	Closed	-$160K	–	1611
2019 Q3	$160K	Hold	10,000	–	–	0.05%	153
2019 Q2	$158K	Hold	10,000	–	–	0.05%	154
2019 Q1	$156K	Hold	10,000	–	–	0.05%	147
2018 Q4	$151K	Hold	10,000	–	–	0.06%	130
2018 Q3	$159K	Buy	+10,000	New	+$160K	0.07%	102

Other funds holding EFBI

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

QCG

Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

LWM

Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return

Berman Capital Advisors's EFBI Position: Q4 2019 in Review

Berman Capital Advisors sold out of Eagle Financial Bancorp, Inc. Common Stock (EFBI) in Q4 2019, closing a stake of 10,000 shares — an estimated $160K sold.

Berman Capital Advisors first reported a position in EFBI in Q3 2018 and held it in 5 quarters. The position peaked at $160K in Q3 2019. 3 funds tracked by Wall St. Rank hold EFBI as of Q4 2019.

Berman Capital Advisors reported no remaining Eagle Financial Bancorp, Inc. Common Stock position as of Q4 2019 after selling out during the quarter.
Berman Capital Advisors sold 10,000 Eagle Financial Bancorp, Inc. Common Stock shares in Q4 2019, an estimated $160K.
Berman Capital Advisors first reported a position in Eagle Financial Bancorp, Inc. Common Stock in Q3 2018 and held it in 5 quarters.
Berman Capital Advisors's Eagle Financial Bancorp, Inc. Common Stock position peaked at $160K in Q3 2019.
3 funds tracked by Wall St. Rank held Eagle Financial Bancorp, Inc. Common Stock as of Q4 2019.

Based on Berman Capital Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.