HGERS
ECC

Householder Group Estate & Retirement Specialist’s Eagle Point Credit Company ECC Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-6,509
Closed -$64K – 718
2024
Q3 		$64K Buy
6,509
+4,616
+244% +$45.8K 0.02% 443
2024
Q2 		$19K Buy
+1,893
New +$19.2K 0.01% 685

Other funds holding ECC

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ECC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Eagle Point Credit Company (ECC) in Q4 2024, closing a stake of 6,509 shares — an estimated $64K sold.

Householder Group Estate & Retirement Specialist first reported a position in ECC in Q2 2024 and held it in 2 quarters. The position peaked at $64K in Q3 2024. 102 funds tracked by Wall St. Rank hold ECC as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Eagle Point Credit Company position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 6,509 Eagle Point Credit Company shares in Q4 2024, an estimated $64K.
  • Householder Group Estate & Retirement Specialist first reported a position in Eagle Point Credit Company in Q2 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Eagle Point Credit Company position peaked at $64K in Q3 2024.
  • 102 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.