AWA
EIC

Arete Wealth Advisors’s Eagle Point Income Co EIC Stock Holding History

Arete Wealth Advisors’s Portfolio EIC Stock Details EIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-294,000
Closed -$3.05B – 678
2022
Q4 		$3.05B Buy
+294,000
New +$4.31M 0.27% 81

Other funds holding EIC

EG
Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arete Wealth Advisors's EIC Position: Q1 2023 in Review

Arete Wealth Advisors sold out of Eagle Point Income Co (EIC) in Q1 2023, closing a stake of 294,000 shares — an estimated $3.05B sold.

Arete Wealth Advisors first reported a position in EIC in Q4 2022 and held it in 1 quarter. The position peaked at $3.05B in Q4 2022. 12 funds tracked by Wall St. Rank hold EIC as of Q1 2023.

  • Arete Wealth Advisors reported no remaining Eagle Point Income Co position as of Q1 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 294,000 Eagle Point Income Co shares in Q1 2023, an estimated $3.05B.
  • Arete Wealth Advisors first reported a position in Eagle Point Income Co in Q4 2022 and held it in 1 quarter.
  • Arete Wealth Advisors's Eagle Point Income Co position peaked at $3.05B in Q4 2022.
  • 12 funds tracked by Wall St. Rank held Eagle Point Income Co as of Q1 2023.

Based on Arete Wealth Advisors's 13F filing for Q1 2023, filed 1 May 2023.