MWC
EFC

MBM Wealth Consultants’s Ellington Financial EFC Stock Holding History

MBM Wealth Consultants’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
2021
Q2 		– Sell
-120
Closed -$2K – 266
2021
Q1 		$2K Hold
120
– – ﹤0.01% 238
2020
Q4 		$2K Hold
120
– – ﹤0.01% 215
2020
Q3 		$1K Hold
120
– – ﹤0.01% 212
2020
Q2 		$1K Hold
120
– – ﹤0.01% 201
2020
Q1 		$1K Hold
120
– – ﹤0.01% 191
2019
Q4 		$2K Hold
120
– – ﹤0.01% 197
2019
Q3 		$2K Hold
120
– – ﹤0.01% 194
2019
Q2 		$2K Hold
120
– – ﹤0.01% 201
2019
Q1 		$2K Hold
120
– – ﹤0.01% 198
2018
Q4 		$2K Buy
+120
New +$1.87K ﹤0.01% 214

Other funds holding EFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MBM Wealth Consultants's EFC Position: Q2 2021 in Review

MBM Wealth Consultants sold out of Ellington Financial (EFC) in Q2 2021, closing a stake of 120 shares — an estimated $2K sold.

MBM Wealth Consultants first reported a position in EFC in Q4 2018 and held it in 10 quarters. The position peaked at $2K in Q1 2021. 117 funds tracked by Wall St. Rank hold EFC as of Q2 2021.

  • MBM Wealth Consultants reported no remaining Ellington Financial position as of Q2 2021 after selling out during the quarter.
  • MBM Wealth Consultants sold 120 Ellington Financial shares in Q2 2021, an estimated $2K.
  • MBM Wealth Consultants first reported a position in Ellington Financial in Q4 2018 and held it in 10 quarters.
  • MBM Wealth Consultants's Ellington Financial position peaked at $2K in Q1 2021.
  • 117 funds tracked by Wall St. Rank held Ellington Financial as of Q2 2021.

Based on MBM Wealth Consultants's 13F filing for Q2 2021, filed 13 Aug 2021.