FWM
ECC

Focused Wealth Management’s Eagle Point Credit Company ECC Stock Holding History

Focused Wealth 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
2018
Q2 		– Sell
-380
Closed -$7K – 683
2018
Q1 		$7K Buy
+380
New +$6.99K ﹤0.01% 515

Other funds holding ECC

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
MWP
MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
PMLI
Penn Mutual Life Insurance Horsham, Pennsylvania $125M AUM 9.1% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Focused Wealth Management's ECC Position: Q2 2018 in Review

Focused Wealth Management sold out of Eagle Point Credit Company (ECC) in Q2 2018, closing a stake of 380 shares — an estimated $7K sold.

Focused Wealth Management first reported a position in ECC in Q1 2018 and held it in 1 quarter. The position peaked at $7K in Q1 2018. 31 funds tracked by Wall St. Rank hold ECC as of Q2 2018.

  • Focused Wealth Management reported no remaining Eagle Point Credit Company position as of Q2 2018 after selling out during the quarter.
  • Focused Wealth Management sold 380 Eagle Point Credit Company shares in Q2 2018, an estimated $7K.
  • Focused Wealth Management first reported a position in Eagle Point Credit Company in Q1 2018 and held it in 1 quarter.
  • Focused Wealth Management's Eagle Point Credit Company position peaked at $7K in Q1 2018.
  • 31 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q2 2018.

Based on Focused Wealth Management's 13F filing for Q2 2018, filed 15 Aug 2018.