MWA
EGIF

Meridian Wealth Advisors’s Eagle Growth and Income Opportunities Fund EGIF Stock Holding History

Meridian Wealth Advisors’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
2019
Q1 		– Sell
-5,000
Closed -$63K – 440
2018
Q4 		$63K Buy
+5,000
New +$71.1K 0.05% 221

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
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BS
Boenning & Scattergood West Conshohocken, Pennsylvania $622M AUM 8.79% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Meridian Wealth Advisors's EGIF Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of Eagle Growth and Income Opportunities Fund (EGIF) in Q1 2019, closing a stake of 5,000 shares — an estimated $63K sold.

Meridian Wealth Advisors first reported a position in EGIF in Q4 2018 and held it in 1 quarter. The position peaked at $63K in Q4 2018. 23 funds tracked by Wall St. Rank hold EGIF as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining Eagle Growth and Income Opportunities Fund position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 5,000 Eagle Growth and Income Opportunities Fund shares in Q1 2019, an estimated $63K.
  • Meridian Wealth Advisors first reported a position in Eagle Growth and Income Opportunities Fund in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's Eagle Growth and Income Opportunities Fund position peaked at $63K in Q4 2018.
  • 23 funds tracked by Wall St. Rank held Eagle Growth and Income Opportunities Fund as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.