CFD
ECC

Creative Financial Designs’s Eagle Point Credit Company ECC Stock Holding History

Creative Financial Designs’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
2023
Q3 		– Sell
-200
Closed -$2.03K – 1518
2023
Q2 		$2.03K Sell
200
-200
-50% -$2.17K ﹤0.01% 1314
2023
Q1 		$4.47K Sell
400
-500
-56% -$5.42K ﹤0.01% 1139
2022
Q4 		$9.11K Buy
900
+200
+29% +$2.17K ﹤0.01% 919
2022
Q3 		$8K Sell
700
-2,000
-74% -$23.1K ﹤0.01% 926
2022
Q2 		$32K Buy
2,700
+1,700
+170% +$21.3K 0.01% 631
2022
Q1 		$13K Buy
+1,000
New +$13.8K ﹤0.01% 848

Other funds holding ECC

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Creative Financial Designs's ECC Position: Q3 2023 in Review

Creative Financial Designs sold out of Eagle Point Credit Company (ECC) in Q3 2023, closing a stake of 200 shares — an estimated $2.03K sold.

Creative Financial Designs first reported a position in ECC in Q1 2022 and held it in 6 quarters. The position peaked at $32K in Q2 2022. 61 funds tracked by Wall St. Rank hold ECC as of Q3 2023.

  • Creative Financial Designs reported no remaining Eagle Point Credit Company position as of Q3 2023 after selling out during the quarter.
  • Creative Financial Designs sold 200 Eagle Point Credit Company shares in Q3 2023, an estimated $2.03K.
  • Creative Financial Designs first reported a position in Eagle Point Credit Company in Q1 2022 and held it in 6 quarters.
  • Creative Financial Designs's Eagle Point Credit Company position peaked at $32K in Q2 2022.
  • 61 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q3 2023.

Based on Creative Financial Designs's 13F filing for Q3 2023, filed 14 Nov 2023.