CWC
EFC

Carolinas Wealth Consulting’s Ellington Financial EFC Stock Holding History

Carolinas Wealth Consulting’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
2022
Q1 		– Sell
-1,000
Closed -$17K – 932
2021
Q4 		$17K Buy
+1,000
New +$17.8K ﹤0.01% 521

Other funds holding EFC

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Carolinas Wealth Consulting's EFC Position: Q1 2022 in Review

Carolinas Wealth Consulting sold out of Ellington Financial (EFC) in Q1 2022, closing a stake of 1,000 shares — an estimated $17K sold.

Carolinas Wealth Consulting first reported a position in EFC in Q4 2021 and held it in 1 quarter. The position peaked at $17K in Q4 2021. 137 funds tracked by Wall St. Rank hold EFC as of Q1 2022.

  • Carolinas Wealth Consulting reported no remaining Ellington Financial position as of Q1 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,000 Ellington Financial shares in Q1 2022, an estimated $17K.
  • Carolinas Wealth Consulting first reported a position in Ellington Financial in Q4 2021 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Ellington Financial position peaked at $17K in Q4 2021.
  • 137 funds tracked by Wall St. Rank held Ellington Financial as of Q1 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2022, filed 17 May 2022.