PFGIA
EFC

Patriot Financial Group Insurance Agency’s Ellington Financial EFC Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q2 		– Sell
-15
Closed – – 1689
2020
Q1 		$0 Hold
15
– – ﹤0.01% 1599
2019
Q4 		$0 Buy
+15
New +$274 ﹤0.01% 1349

Other funds holding EFC

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
KCM
Kingstown Capital Management New York $30.4M AUM 3.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EMG
Ellington Management Group Old Greenwich, Connecticut $676M AUM 23.65% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EFC Position: Q2 2020 in Review

Patriot Financial Group Insurance Agency sold out of Ellington Financial (EFC) in Q2 2020, closing a stake of 15 shares.

Patriot Financial Group Insurance Agency first reported a position in EFC in Q4 2019 and held it in 2 quarters. The position peaked at $0 in Q1 2020. 101 funds tracked by Wall St. Rank hold EFC as of Q2 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Ellington Financial position as of Q2 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 15 Ellington Financial shares in Q2 2020.
  • Patriot Financial Group Insurance Agency first reported a position in Ellington Financial in Q4 2019 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Ellington Financial position peaked at $0 in Q1 2020.
  • 101 funds tracked by Wall St. Rank held Ellington Financial as of Q2 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2020, filed 10 Jul 2020.