AWA
EIC

Arete Wealth Advisors’s Eagle Point Income Company 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 -$3.05M – 678
2022
Q4 		$3.05M Buy
+294,000
New +$4.31M 0.27% 81

Other funds holding EIC

EG
Enstar Group Hamilton, Bermuda $216M AUM 13.01% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $692M AUM 44.95% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 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 $12.4B AUM 64.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $430M AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Arete Wealth Advisors first reported a position in EIC in Q4 2022 and held it in 1 quarter. The position peaked at $3.05M 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 Company position as of Q1 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 294,000 Eagle Point Income Company shares in Q1 2023, an estimated $3.05M.
  • Arete Wealth Advisors first reported a position in Eagle Point Income Company in Q4 2022 and held it in 1 quarter.
  • Arete Wealth Advisors's Eagle Point Income Company position peaked at $3.05M in Q4 2022.
  • 12 funds tracked by Wall St. Rank held Eagle Point Income Company as of Q1 2023.

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