EWM
GVAL icon

EPG Wealth Management’s Cambria Global Value ETF GVAL Stock Holding History

EPG Wealth Management’s Portfolio GVAL Stock Details GVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,066
Closed -$25K – 806
2019
Q4 		$25K Buy
+1,066
New +$24.5K 0.02% 313

Other funds holding GVAL

CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MA
Menlo Advisors Menlo Park, California $186M AUM 24.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EPG Wealth Management's GVAL Position: Q1 2020 in Review

EPG Wealth Management sold out of Cambria Global Value ETF (GVAL) in Q1 2020, closing a stake of 1,066 shares — an estimated $25K sold.

EPG Wealth Management first reported a position in GVAL in Q4 2019 and held it in 1 quarter. The position peaked at $25K in Q4 2019. 28 funds tracked by Wall St. Rank hold GVAL as of Q1 2020.

  • EPG Wealth Management reported no remaining Cambria Global Value ETF position as of Q1 2020 after selling out during the quarter.
  • EPG Wealth Management sold 1,066 Cambria Global Value ETF shares in Q1 2020, an estimated $25K.
  • EPG Wealth Management first reported a position in Cambria Global Value ETF in Q4 2019 and held it in 1 quarter.
  • EPG Wealth Management's Cambria Global Value ETF position peaked at $25K in Q4 2019.
  • 28 funds tracked by Wall St. Rank held Cambria Global Value ETF as of Q1 2020.

Based on EPG Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.