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Center for Financial Planning’s Eagle Bancorp EGBN Stock Holding History

Center for Financial Planning’s Portfolio EGBN Stock Details EGBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-100
Closed -$3K – 454
2020
Q2 		$3K Hold
100
– – ﹤0.01% 392
2020
Q1 		$3K Hold
100
– – ﹤0.01% 460
2019
Q4 		$5K Buy
+100
New +$4.53K ﹤0.01% 366

Other funds holding EGBN

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Center for Financial Planning's EGBN Position: Q3 2020 in Review

Center for Financial Planning sold out of Eagle Bancorp (EGBN) in Q3 2020, closing a stake of 100 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in EGBN in Q4 2019 and held it in 3 quarters. The position peaked at $5K in Q4 2019. 163 funds tracked by Wall St. Rank hold EGBN as of Q3 2020.

  • Center for Financial Planning reported no remaining Eagle Bancorp position as of Q3 2020 after selling out during the quarter.
  • Center for Financial Planning sold 100 Eagle Bancorp shares in Q3 2020, an estimated $3K.
  • Center for Financial Planning first reported a position in Eagle Bancorp in Q4 2019 and held it in 3 quarters.
  • Center for Financial Planning's Eagle Bancorp position peaked at $5K in Q4 2019.
  • 163 funds tracked by Wall St. Rank held Eagle Bancorp as of Q3 2020.

Based on Center for Financial Planning's 13F filing for Q3 2020, filed 12 Nov 2020.