DWM
EFC

Doyle Wealth Management’s Ellington Financial EFC Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-600
Closed -$11K – 343
2019
Q2 		$11K Buy
+600
New +$10.8K ﹤0.01% 609

Other funds holding EFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
EMG
Ellington Management Group Old Greenwich, Connecticut $676M AUM 23.65% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Doyle Wealth Management's EFC Position: Q3 2019 in Review

Doyle Wealth Management sold out of Ellington Financial (EFC) in Q3 2019, closing a stake of 600 shares — an estimated $11K sold.

Doyle Wealth Management first reported a position in EFC in Q2 2019 and held it in 1 quarter. The position peaked at $11K in Q2 2019. 103 funds tracked by Wall St. Rank hold EFC as of Q3 2019.

  • Doyle Wealth Management reported no remaining Ellington Financial position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 600 Ellington Financial shares in Q3 2019, an estimated $11K.
  • Doyle Wealth Management first reported a position in Ellington Financial in Q2 2019 and held it in 1 quarter.
  • Doyle Wealth Management's Ellington Financial position peaked at $11K in Q2 2019.
  • 103 funds tracked by Wall St. Rank held Ellington Financial as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.