EWM
EGIF

Edge Wealth Management’s Eagle Growth and Income Opportunities Fund EGIF Stock Holding History

Edge Wealth Management’s Portfolio EGIF Stock Details EGIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,052
Closed -$36K – 701
2019
Q4 		$36K Buy
2,052
+16
+0.8% +$257 0.01% 282
2019
Q3 		$32K Buy
2,036
+15
+0.7% +$233 0.01% 294
2019
Q2 		$31K Buy
2,021
+16
+0.8% +$245 0.01% 302
2019
Q1 		$31K Buy
+2,005
New +$29.4K 0.01% 284

Other funds holding EGIF

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return
EP
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Edge Wealth Management's EGIF Position: Q1 2020 in Review

Edge Wealth Management sold out of Eagle Growth and Income Opportunities Fund (EGIF) in Q1 2020, closing a stake of 2,052 shares — an estimated $36K sold.

Edge Wealth Management first reported a position in EGIF in Q1 2019 and held it in 4 quarters. The position peaked at $36K in Q4 2019. 20 funds tracked by Wall St. Rank hold EGIF as of Q1 2020.

  • Edge Wealth Management reported no remaining Eagle Growth and Income Opportunities Fund position as of Q1 2020 after selling out during the quarter.
  • Edge Wealth Management sold 2,052 Eagle Growth and Income Opportunities Fund shares in Q1 2020, an estimated $36K.
  • Edge Wealth Management first reported a position in Eagle Growth and Income Opportunities Fund in Q1 2019 and held it in 4 quarters.
  • Edge Wealth Management's Eagle Growth and Income Opportunities Fund position peaked at $36K in Q4 2019.
  • 20 funds tracked by Wall St. Rank held Eagle Growth and Income Opportunities Fund as of Q1 2020.

Based on Edge Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.