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 $21.7M AUM 48.55% 1-Year Est. Return

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 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.