Envestnet Asset Management
ECC

Envestnet Asset Management’s Eagle Point Credit Company ECC Stock Holding History

Envestnet Asset Management’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
2026
Q1 		– Sell
-10,047
Closed -$57.9K – 4742
2025
Q4 		$57.9K Sell
10,047
-4,620
-31% -$28.1K ﹤0.01% 4410
2025
Q3 		$97K Buy
+14,667
New +$104K ﹤0.01% 4430
2025
Q1 		– Sell
-246,876
Closed -$2.19M – 4382
2024
Q4 		$2.19M Buy
246,876
+80,616
+48% +$756K ﹤0.01% 2635
2024
Q3 		$1.64M Buy
166,260
+65,602
+65% +$650K ﹤0.01% 2802
2024
Q2 		$1.01M Buy
+100,658
New +$1.02M ﹤0.01% 3039
2022
Q3 		– Sell
-23,470
Closed -$276K – 3937
2022
Q2 		$276K Sell
23,470
-46,434
-66% -$582K ﹤0.01% 3400
2022
Q1 		$919K Buy
69,904
+12,892
+23% +$178K ﹤0.01% 2736
2021
Q4 		$798K Buy
57,012
+13,084
+30% +$189K ﹤0.01% 2778
2021
Q3 		$598K Buy
43,928
+4,494
+11% +$61.1K ﹤0.01% 2865
2021
Q2 		$534K Buy
39,434
+15,731
+66% +$206K ﹤0.01% 2941
2021
Q1 		$284K Buy
+23,703
New +$268K ﹤0.01% 3158

Other funds holding ECC

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Envestnet Asset Management's ECC Position: Q1 2026 in Review

Envestnet Asset Management sold out of Eagle Point Credit Company (ECC) in Q1 2026, closing a stake of 10,047 shares — an estimated $57.9K sold.

Envestnet Asset Management first reported a position in ECC in Q1 2021 and held it in 11 quarters. The position peaked at $2.19M in Q4 2024. 110 funds tracked by Wall St. Rank hold ECC as of Q1 2026.

  • Envestnet Asset Management reported no remaining Eagle Point Credit Company position as of Q1 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 10,047 Eagle Point Credit Company shares in Q1 2026, an estimated $57.9K.
  • Envestnet Asset Management first reported a position in Eagle Point Credit Company in Q1 2021 and held it in 11 quarters.
  • Envestnet Asset Management's Eagle Point Credit Company position peaked at $2.19M in Q4 2024.
  • 110 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.