CAC
EFC

Certified Advisory Corp’s Ellington Financial EFC Stock Holding History

Certified Advisory Corp’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
2018
Q2 		– Sell
-661
Closed -$9K – 771
2018
Q1 		$9K Buy
661
+18
+3% +$266 0.01% 523
2017
Q4 		$9K Buy
+643
New +$9.8K 0.01% 480

Other funds holding EFC

AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EMG
Ellington Management Group Old Greenwich, Connecticut $676M AUM 23.65% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return

Certified Advisory Corp's EFC Position: Q2 2018 in Review

Certified Advisory Corp sold out of Ellington Financial (EFC) in Q2 2018, closing a stake of 661 shares — an estimated $9K sold.

Certified Advisory Corp first reported a position in EFC in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 44 funds tracked by Wall St. Rank hold EFC as of Q2 2018.

  • Certified Advisory Corp reported no remaining Ellington Financial position as of Q2 2018 after selling out during the quarter.
  • Certified Advisory Corp sold 661 Ellington Financial shares in Q2 2018, an estimated $9K.
  • Certified Advisory Corp first reported a position in Ellington Financial in Q4 2017 and held it in 2 quarters.
  • Certified Advisory Corp's Ellington Financial position peaked at $9K in Q1 2018.
  • 44 funds tracked by Wall St. Rank held Ellington Financial as of Q2 2018.

Based on Certified Advisory Corp's 13F filing for Q2 2018, filed 14 Aug 2018.