BFEC
EIC

Benjamin F. Edwards & Company’s Eagle Point Income Company EIC Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$24K Hold
1,518
– – ﹤0.01% 1497
2024
Q1 		$25K Sell
1,518
-59
-4% -$920 ﹤0.01% 1472
2023
Q4 		$23K Buy
1,577
+139
+10% +$1.98K ﹤0.01% 1455
2023
Q3 		$20K Sell
1,438
-268
-16% -$3.72K ﹤0.01% 1258
2023
Q2 		$23K Buy
+1,706
New +$23.9K ﹤0.01% 1241

Other funds holding EIC

EG
Enstar Group Hamilton, Bermuda $216M AUM 13.01% 1-Year Est. Return
GL
Graypoint LLC Albany, New York $1.78B AUM 16.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $1.05B AUM 29.82% 1-Year Est. Return

Benjamin F. Edwards & Company's EIC Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Eagle Point Income Company (EIC) position steady in Q2 2024 at 1,518 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Benjamin F. Edwards & Company first reported a position in EIC in Q2 2023 and has held it in 5 quarters since. The position peaked at $25K in Q1 2024. 23 funds tracked by Wall St. Rank hold EIC as of Q2 2024.

  • Benjamin F. Edwards & Company held 1,518 shares of Eagle Point Income Company worth $24K as of Q2 2024.
  • Benjamin F. Edwards & Company left its Eagle Point Income Company share count unchanged in Q2 2024.
  • Eagle Point Income Company made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1497 holding.
  • Benjamin F. Edwards & Company first reported a position in Eagle Point Income Company in Q2 2023 and has held it in 5 quarters since.
  • Benjamin F. Edwards & Company's Eagle Point Income Company position peaked at $25K in Q1 2024.
  • 23 funds tracked by Wall St. Rank held Eagle Point Income Company as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.