CFGS
ECC

Concourse Financial Group Securities’s Eagle Point Credit Company ECC Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-1,500
Closed -$13.4K – 564
2024
Q4 		$13.4K Hold
1,500
– – ﹤0.01% 1645
2024
Q3 		$14.8K Hold
1,500
– – ﹤0.01% 1588
2024
Q2 		$15.1K Hold
1,500
– – ﹤0.01% 1584
2024
Q1 		$15.2K Hold
1,500
– – ﹤0.01% 1586
2023
Q4 		$14.3K Hold
1,500
– – ﹤0.01% 1580
2023
Q3 		$15.2K Hold
1,500
– – ﹤0.01% 1517
2023
Q2 		$15.2K Hold
1,500
– – ﹤0.01% 1533
2023
Q1 		$16.8K Hold
1,500
– – ﹤0.01% 1516
2022
Q4 		$15.9K Hold
1,500
– – ﹤0.01% 1532
2022
Q3 		$17K Buy
+1,500
New +$17.4K ﹤0.01% 1343

Other funds holding ECC

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Concourse Financial Group Securities's ECC Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Eagle Point Credit Company (ECC) in Q1 2025, closing a stake of 1,500 shares — an estimated $13.4K sold.

Concourse Financial Group Securities first reported a position in ECC in Q3 2022 and held it in 10 quarters. The position peaked at $17K in Q3 2022. 92 funds tracked by Wall St. Rank hold ECC as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Eagle Point Credit Company position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,500 Eagle Point Credit Company shares in Q1 2025, an estimated $13.4K.
  • Concourse Financial Group Securities first reported a position in Eagle Point Credit Company in Q3 2022 and held it in 10 quarters.
  • Concourse Financial Group Securities's Eagle Point Credit Company position peaked at $17K in Q3 2022.
  • 92 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.