Money Concepts Capital’s Ecopetrol EC Stock Holding History

Money Concepts Capital’s Portfolio EC Stock Details EC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-521	Closed	-$5.45K	–	1131
2022 Q4	$5.45K	Buy	+521	New	+$5.08K	﹤0.01%	2305
2022 Q2	–	Sell	-1,201	Closed	-$22K	–	1736
2022 Q1	$22K	Buy	+1,201	New	+$18.9K	﹤0.01%	1571

Other funds holding EC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Money Concepts Capital's EC Position: Q1 2023 in Review

Money Concepts Capital sold out of Ecopetrol (EC) in Q1 2023, closing a stake of 521 shares — an estimated $5.45K sold.

Money Concepts Capital first reported a position in EC in Q1 2022 and held it in 2 quarters. The position peaked at $22K in Q1 2022. 133 funds tracked by Wall St. Rank hold EC as of Q1 2023.

Money Concepts Capital reported no remaining Ecopetrol position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 521 Ecopetrol shares in Q1 2023, an estimated $5.45K.
Money Concepts Capital first reported a position in Ecopetrol in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's Ecopetrol position peaked at $22K in Q1 2022.
133 funds tracked by Wall St. Rank held Ecopetrol as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.