Engrave Wealth Partners’s Ennis EBF Stock Holding History

Engrave Wealth Partners’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
2020 Q3	–	Sell	-1,375	Closed	-$24K	–	164
2020 Q2	$24K	Hold	1,375	–	–	0.02%	163
2020 Q1	$25K	Hold	1,375	–	–	0.03%	140
2019 Q4	$29K	Buy	+1,375	New	+$28K	0.03%	179

Other funds holding EBF

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Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Engrave Wealth Partners's EBF Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Ennis (EBF) in Q3 2020, closing a stake of 1,375 shares — an estimated $24K sold.

Engrave Wealth Partners first reported a position in EBF in Q4 2019 and held it in 3 quarters. The position peaked at $29K in Q4 2019. 124 funds tracked by Wall St. Rank hold EBF as of Q3 2020.

Engrave Wealth Partners reported no remaining Ennis position as of Q3 2020 after selling out during the quarter.
Engrave Wealth Partners sold 1,375 Ennis shares in Q3 2020, an estimated $24K.
Engrave Wealth Partners first reported a position in Ennis in Q4 2019 and held it in 3 quarters.
Engrave Wealth Partners's Ennis position peaked at $29K in Q4 2019.
124 funds tracked by Wall St. Rank held Ennis as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.