Avantax Advisory Services
ECC icon

Avantax Advisory Services’s Eagle Point Credit Company ECC Stock Holding History

Avantax Advisory Services’s Portfolio ECC Stock Details ECC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-12,302
Closed -$106K – 1040
2020
Q3 		$106K Buy
+12,302
New +$96K ﹤0.01% 1300

Other funds holding ECC

SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
BGC
Birch Grove Capital New York $9.51M AUM 0.22% 1-Year Est. Return
EG
Enstar Group Hamilton, Bermuda $216M AUM 13.01% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $261M AUM 78.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Avantax Advisory Services's ECC Position: Q4 2020 in Review

Avantax Advisory Services sold out of Eagle Point Credit Company (ECC) in Q4 2020, closing a stake of 12,302 shares — an estimated $106K sold.

Avantax Advisory Services first reported a position in ECC in Q3 2020 and held it in 1 quarter. The position peaked at $106K in Q3 2020. 37 funds tracked by Wall St. Rank hold ECC as of Q4 2020.

  • Avantax Advisory Services reported no remaining Eagle Point Credit Company position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 12,302 Eagle Point Credit Company shares in Q4 2020, an estimated $106K.
  • Avantax Advisory Services first reported a position in Eagle Point Credit Company in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Eagle Point Credit Company position peaked at $106K in Q3 2020.
  • 37 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.