NW
ECC

Naviter Wealth’s Eagle Point Credit Company ECC Stock Holding History

Naviter Wealth’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
-16,500
Closed -$163K – 283
2024
Q3 		$163K Sell
16,500
-1,750
-10% -$17.3K 0.02% 233
2024
Q2 		$183K Buy
+18,250
New +$185K 0.03% 221
2023
Q4 		– Sell
-17,831
Closed -$181K – 223
2023
Q3 		$181K Hold
17,831
– – 0.04% 199
2023
Q2 		$181K Hold
17,831
– – 0.05% 220
2023
Q1 		$199K Buy
+17,831
New +$193K 0.07% 179

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 $2.15B AUM 25.5% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 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 $374B AUM 17.66% 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

Naviter Wealth's ECC Position: Q4 2024 in Review

Naviter Wealth sold out of Eagle Point Credit Company (ECC) in Q4 2024, closing a stake of 16,500 shares — an estimated $163K sold.

Naviter Wealth first reported a position in ECC in Q1 2023 and held it in 5 quarters. The position peaked at $199K in Q1 2023. 102 funds tracked by Wall St. Rank hold ECC as of Q4 2024.

  • Naviter Wealth reported no remaining Eagle Point Credit Company position as of Q4 2024 after selling out during the quarter.
  • Naviter Wealth sold 16,500 Eagle Point Credit Company shares in Q4 2024, an estimated $163K.
  • Naviter Wealth first reported a position in Eagle Point Credit Company in Q1 2023 and held it in 5 quarters.
  • Naviter Wealth's Eagle Point Credit Company position peaked at $199K in Q1 2023.
  • 102 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q4 2024.

Based on Naviter Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.