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McIlrath & Eck’s ePlus PLUS Stock Holding History

McIlrath & Eck’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-240
Closed -$8K – 700
2020
Q2 		$8K Hold
240
– – ﹤0.01% 396
2020
Q1 		$8K Hold
240
– – ﹤0.01% 346
2019
Q4 		$10K Hold
240
– – ﹤0.01% 371
2019
Q3 		$9K Hold
240
– – ﹤0.01% 374
2019
Q2 		$11K Hold
240
– – 0.01% 313
2019
Q1 		$11K Buy
+240
New +$9.97K 0.01% 313

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McIlrath & Eck's PLUS Position: Q3 2020 in Review

McIlrath & Eck sold out of ePlus (PLUS) in Q3 2020, closing a stake of 240 shares — an estimated $8K sold.

McIlrath & Eck first reported a position in PLUS in Q1 2019 and held it in 6 quarters. The position peaked at $11K in Q2 2019. 152 funds tracked by Wall St. Rank hold PLUS as of Q3 2020.

  • McIlrath & Eck reported no remaining ePlus position as of Q3 2020 after selling out during the quarter.
  • McIlrath & Eck sold 240 ePlus shares in Q3 2020, an estimated $8K.
  • McIlrath & Eck first reported a position in ePlus in Q1 2019 and held it in 6 quarters.
  • McIlrath & Eck's ePlus position peaked at $11K in Q2 2019.
  • 152 funds tracked by Wall St. Rank held ePlus as of Q3 2020.

Based on McIlrath & Eck's 13F filing for Q3 2020, filed 13 Nov 2020.