WCM
EFC

Wealthcare Capital Management’s Ellington Financial EFC Stock Holding History

Wealthcare Capital Management’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
2021
Q2 		– Sell
-394
Closed -$6K – 243
2021
Q1 		$6K Buy
+394
New +$6.21K ﹤0.01% 341

Other funds holding EFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
EMG
Ellington Management Group Old Greenwich, Connecticut $676M AUM 23.65% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthcare Capital Management's EFC Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Ellington Financial (EFC) in Q2 2021, closing a stake of 394 shares — an estimated $6K sold.

Wealthcare Capital Management first reported a position in EFC in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 117 funds tracked by Wall St. Rank hold EFC as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Ellington Financial position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 394 Ellington Financial shares in Q2 2021, an estimated $6K.
  • Wealthcare Capital Management first reported a position in Ellington Financial in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Ellington Financial position peaked at $6K in Q1 2021.
  • 117 funds tracked by Wall St. Rank held Ellington Financial as of Q2 2021.

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