WAP
ECF

Wealthcare Advisory Partners’s Ellsworth Growth & Income Fund ECF Stock Holding History

Wealthcare Advisory Partners’s Portfolio ECF Stock Details ECF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-890
Closed -$12K – 887
2021
Q1 		$12K Buy
+890
New +$13K ﹤0.01% 1382

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Wealthcare Advisory Partners's ECF Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Ellsworth Growth & Income Fund (ECF) in Q2 2021, closing a stake of 890 shares — an estimated $12K sold.

Wealthcare Advisory Partners first reported a position in ECF in Q1 2021 and held it in 1 quarter. The position peaked at $12K in Q1 2021. 38 funds tracked by Wall St. Rank hold ECF as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Ellsworth Growth & Income Fund position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 890 Ellsworth Growth & Income Fund shares in Q2 2021, an estimated $12K.
  • Wealthcare Advisory Partners first reported a position in Ellsworth Growth & Income Fund in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Ellsworth Growth & Income Fund position peaked at $12K in Q1 2021.
  • 38 funds tracked by Wall St. Rank held Ellsworth Growth & Income Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.