AFM
EGIF

Andesa Financial Management’s Eagle Growth and Income Opportunities Fund EGIF Stock Holding History

Andesa Financial Management’s Portfolio EGIF Stock Details EGIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-11,500
Closed -$175K – 106
2018
Q3 		$175K Buy
+11,500
New +$179K 0.27% 60

Other funds holding EGIF

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BS
Boenning & Scattergood West Conshohocken, Pennsylvania $622M AUM 8.79% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Andesa Financial Management's EGIF Position: Q4 2018 in Review

Andesa Financial Management sold out of Eagle Growth and Income Opportunities Fund (EGIF) in Q4 2018, closing a stake of 11,500 shares — an estimated $175K sold.

Andesa Financial Management first reported a position in EGIF in Q3 2018 and held it in 1 quarter. The position peaked at $175K in Q3 2018. 20 funds tracked by Wall St. Rank hold EGIF as of Q4 2018.

  • Andesa Financial Management reported no remaining Eagle Growth and Income Opportunities Fund position as of Q4 2018 after selling out during the quarter.
  • Andesa Financial Management sold 11,500 Eagle Growth and Income Opportunities Fund shares in Q4 2018, an estimated $175K.
  • Andesa Financial Management first reported a position in Eagle Growth and Income Opportunities Fund in Q3 2018 and held it in 1 quarter.
  • Andesa Financial Management's Eagle Growth and Income Opportunities Fund position peaked at $175K in Q3 2018.
  • 20 funds tracked by Wall St. Rank held Eagle Growth and Income Opportunities Fund as of Q4 2018.

Based on Andesa Financial Management's 13F filing for Q4 2018, filed 24 Jan 2019.