MYCIO Wealth Partners
ECC icon

MYCIO Wealth Partners’s Eagle Point Credit Company ECC Stock Holding History

MYCIO Wealth Partners’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
2020
Q2 		– Sell
-18,670
Closed -$128K – 36
2020
Q1 		$128K Sell
18,670
-677,221
-97% -$8.87M 0.09% 24
2019
Q4 		$10.2M Sell
695,891
-159,038
-19% -$2.42M 0.66% 25
2019
Q3 		$13.5M Sell
854,929
-206,313
-19% -$3.51M 1% 20
2019
Q2 		$19M Sell
1,061,242
-53,873
-5% -$939K 1.49% 13
2019
Q1 		$18.6M Buy
1,115,115
+45,391
+4% +$728K 1.54% 13
2018
Q4 		$15.2M Sell
1,069,724
-12,529
-1% -$206K 1.41% 14
2018
Q3 		$19.4M Sell
1,082,253
-16,302
-1% -$298K 1.88% 12
2018
Q2 		$20M Sell
1,098,555
-37,524
-3% -$684K 2.06% 10
2018
Q1 		$20.6M Buy
1,136,079
+31,669
+3% +$582K 2.32% 10
2017
Q4 		$20.8M Sell
1,104,410
-45,836
-4% -$890K 2.24% 10
2017
Q3 		$23.8M Sell
1,150,246
-90,706
-7% -$1.87M 2.7% 9
2017
Q2 		$25.7M Sell
1,240,952
-35,254
-3% -$717K 3% 8
2017
Q1 		$26.6M Sell
1,276,206
-49,634
-4% -$902K 3.26% 9
2016
Q4 		$22.2M Sell
1,325,840
-58,367
-4% -$1M 2.97% 8
2016
Q3 		$23.8M Buy
1,384,207
+5,464
+0.4% +$93.6K 3.92% 7
2016
Q2 		$22.2M Buy
1,378,743
+6,590
+0.5% +$113K 3.8% 7
2016
Q1 		$22.5M Buy
1,372,153
+1,849
+0.1% +$29K 4% 6
2015
Q4 		$22.5M Buy
1,370,304
+60,827
+5% +$1.06M 4.02% 7
2015
Q3 		$24.9M Buy
1,309,477
+205,510
+19% +$4.14M 5.1% 6
2015
Q2 		$22.3M Buy
1,103,967
+304,309
+38% +$6.29M 4.34% 6
2015
Q1 		$16.8M Buy
799,658
+89,515
+13% +$1.86M 3.42% 7
2014
Q4 		$14.3M Buy
+710,143
New +$14.4M 3.01% 7

Other funds holding ECC

Stone Point Capital
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
Freestone Capital Holdings
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
Bard Associates
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Birch Grove Capital
Birch Grove Capital New York $9.5M AUM 0.22% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Ares Management
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
Global Endowment Management
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return
QGA
Q Global Advisors Fort Worth, Texas $157M AUM 29.28% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

MYCIO Wealth Partners's ECC Position: Q2 2020 in Review

MYCIO Wealth Partners sold out of Eagle Point Credit Company (ECC) in Q2 2020, closing a stake of 18,670 shares — an estimated $128K sold.

MYCIO Wealth Partners first reported a position in ECC in Q4 2014 and held it in 22 quarters. The position peaked at $26.6M in Q1 2017. 38 funds tracked by Wall St. Rank hold ECC as of Q2 2020.

  • MYCIO Wealth Partners reported no remaining Eagle Point Credit Company position as of Q2 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 18,670 Eagle Point Credit Company shares in Q2 2020, an estimated $128K.
  • MYCIO Wealth Partners first reported a position in Eagle Point Credit Company in Q4 2014 and held it in 22 quarters.
  • MYCIO Wealth Partners's Eagle Point Credit Company position peaked at $26.6M in Q1 2017.
  • 38 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q2 2020.

Based on MYCIO Wealth Partners's 13F filing for Q2 2020, filed 13 Aug 2020.