Next Financial Group
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Next Financial Group’s Eagle Point Credit Company ECC Stock Holding History

Next Financial Group’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
2019
Q4 		– Sell
-6,250
Closed -$99K – 2395
2019
Q3 		$99K Sell
6,250
-19,050
-75% -$324K 0.01% 911
2019
Q2 		$453K Buy
25,300
+22,900
+954% +$399K 0.05% 367
2019
Q1 		$40K Buy
+2,400
New +$38.5K 0.01% 789

Other funds holding ECC

Stone Point Capital
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
MYCIO Wealth Partners
MYCIO Wealth Partners Philadelphia, Pennsylvania $535M AUM 19.4% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Bard Associates
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
B. Riley Financial
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Hanlon Investment Management
Hanlon Investment Management Egg Harbor Township, New Jersey $189M AUM 32.11% 1-Year Est. Return

Next Financial Group's ECC Position: Q4 2019 in Review

Next Financial Group sold out of Eagle Point Credit Company (ECC) in Q4 2019, closing a stake of 6,250 shares — an estimated $99K sold.

Next Financial Group first reported a position in ECC in Q1 2019 and held it in 3 quarters. The position peaked at $453K in Q2 2019. 35 funds tracked by Wall St. Rank hold ECC as of Q4 2019.

  • Next Financial Group reported no remaining Eagle Point Credit Company position as of Q4 2019 after selling out during the quarter.
  • Next Financial Group sold 6,250 Eagle Point Credit Company shares in Q4 2019, an estimated $99K.
  • Next Financial Group first reported a position in Eagle Point Credit Company in Q1 2019 and held it in 3 quarters.
  • Next Financial Group's Eagle Point Credit Company position peaked at $453K in Q2 2019.
  • 35 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.