CAS
ECC

Coppell Advisory Solutions’s Eagle Point Credit Company ECC Stock Holding History

Coppell Advisory Solutions’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
-100
Closed -$870 – 754
2024
Q4 		$870 Sell
100
-2,034
-95% -$19.1K ﹤0.01% 1689
2024
Q3 		$20.7K Buy
2,134
+1,934
+967% +$19.2K ﹤0.01% 865
2024
Q2 		$2.01K Buy
+200
New +$2.03K ﹤0.01% 1382
2023
Q4 		$950 Hold
100
– – ﹤0.01% 1424
2023
Q3 		$1.01K Hold
100
– – ﹤0.01% 935
2023
Q2 		$1.01K Buy
+100
New +$1.09K ﹤0.01% 1143
2023
Q1 		– Sell
-100
Closed -$1.01K – 445
2022
Q4 		$1.01K Buy
+100
New +$1.09K ﹤0.01% 937

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 $3.43B AUM 24.13% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 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 $3.3B AUM 21.14% 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 $2.96B AUM 23.14% 1-Year Est. Return

Coppell Advisory Solutions's ECC Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Eagle Point Credit Company (ECC) in Q1 2025, closing a stake of 100 shares — an estimated $870 sold.

Coppell Advisory Solutions first reported a position in ECC in Q4 2022 and held it in 7 quarters. The position peaked at $20.7K in Q3 2024. 92 funds tracked by Wall St. Rank hold ECC as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Eagle Point Credit Company position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 100 Eagle Point Credit Company shares in Q1 2025, an estimated $870.
  • Coppell Advisory Solutions first reported a position in Eagle Point Credit Company in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Eagle Point Credit Company position peaked at $20.7K in Q3 2024.
  • 92 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.