BWS
EFC

Buck Wealth Strategies’s Ellington Financial EFC Stock Holding History

Buck Wealth Strategies’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
2023
Q3 		– Sell
-500
Closed -$6.9K – 379
2023
Q2 		$6.9K Buy
+500
New +$6.37K ﹤0.01% 168

Other funds holding EFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Buck Wealth Strategies's EFC Position: Q3 2023 in Review

Buck Wealth Strategies sold out of Ellington Financial (EFC) in Q3 2023, closing a stake of 500 shares — an estimated $6.9K sold.

Buck Wealth Strategies first reported a position in EFC in Q2 2023 and held it in 1 quarter. The position peaked at $6.9K in Q2 2023. 159 funds tracked by Wall St. Rank hold EFC as of Q3 2023.

  • Buck Wealth Strategies reported no remaining Ellington Financial position as of Q3 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 500 Ellington Financial shares in Q3 2023, an estimated $6.9K.
  • Buck Wealth Strategies first reported a position in Ellington Financial in Q2 2023 and held it in 1 quarter.
  • Buck Wealth Strategies's Ellington Financial position peaked at $6.9K in Q2 2023.
  • 159 funds tracked by Wall St. Rank held Ellington Financial as of Q3 2023.

Based on Buck Wealth Strategies's 13F filing for Q3 2023, filed 6 Nov 2023.