OWA
EBF icon

One Wealth Advisors’s Ennis EBF Stock Holding History

One Wealth Advisors’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
2018
Q4 		– Sell
-9,587
Closed -$196K – 207
2018
Q3 		$196K Hold
9,587
– – 0.15% 126
2018
Q2 		$195K Sell
9,587
-76
-0.8% -$1.44K 0.16% 130
2018
Q1 		$190K Sell
9,663
-12
-0.1% -$243 0.17% 120
2017
Q4 		$201K Buy
+9,675
New +$194K 0.16% 109

Other funds holding EBF

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

One Wealth Advisors's EBF Position: Q4 2018 in Review

One Wealth Advisors sold out of Ennis (EBF) in Q4 2018, closing a stake of 9,587 shares — an estimated $196K sold.

One Wealth Advisors first reported a position in EBF in Q4 2017 and held it in 4 quarters. The position peaked at $201K in Q4 2017. 125 funds tracked by Wall St. Rank hold EBF as of Q4 2018.

  • One Wealth Advisors reported no remaining Ennis position as of Q4 2018 after selling out during the quarter.
  • One Wealth Advisors sold 9,587 Ennis shares in Q4 2018, an estimated $196K.
  • One Wealth Advisors first reported a position in Ennis in Q4 2017 and held it in 4 quarters.
  • One Wealth Advisors's Ennis position peaked at $201K in Q4 2017.
  • 125 funds tracked by Wall St. Rank held Ennis as of Q4 2018.

Based on One Wealth Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.