CEMP
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Compass Efficient Model Portfolios’s Ennis EBF Stock Holding History

Compass Efficient Model Portfolios’s Portfolio EBF Stock Details EBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		$5K Hold
289
– – 0.19% 98
2013
Q3 		$5K Hold
289
– – 0.04% 80
2013
Q2 		$5K Buy
+289
New +$4.59K ﹤0.01% 68

Other funds holding EBF

KG
Killen Group Berwyn, Pennsylvania $866M AUM 0.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Compass Efficient Model Portfolios's EBF Position: Q4 2013 in Review

Compass Efficient Model Portfolios held its Ennis (EBF) position steady in Q4 2013 at 289 shares worth $5K. The position accounts for 0.19% of the portfolio, ranked #98.

Compass Efficient Model Portfolios first reported a position in EBF in Q2 2013 and has held it in 3 quarters since. 129 funds tracked by Wall St. Rank hold EBF as of Q4 2013.

  • Compass Efficient Model Portfolios held 289 shares of Ennis worth $5K as of Q4 2013.
  • Compass Efficient Model Portfolios left its Ennis share count unchanged in Q4 2013.
  • Ennis made up 0.19% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #98 holding.
  • Compass Efficient Model Portfolios first reported a position in Ennis in Q2 2013 and has held it in 3 quarters since.
  • 129 funds tracked by Wall St. Rank held Ennis as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.