Next Financial Group
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Next Financial Group’s Eagle Point Income Company EIC Stock Holding History

Next Financial Group’s Portfolio EIC Stock Details EIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-40
Closed -$1K – 2761
2021
Q2 		$1K Hold
40
– – ﹤0.01% 2507
2021
Q1 		$1K Hold
40
– – ﹤0.01% 2397
2020
Q4 		$1K Hold
40
– – ﹤0.01% 2261
2020
Q3 		$1K Buy
+40
New +$524 ﹤0.01% 2098
2020
Q2 		– Sell
-440
Closed -$5K – 926
2020
Q1 		$5K Hold
440
– – ﹤0.01% 1700
2019
Q4 		$8K Buy
+440
New +$8.28K ﹤0.01% 1837

Other funds holding EIC

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Bard Associates
Bard Associates Chicago, Illinois $431M AUM 30.93% 1-Year Est. Return
Global Endowment Management
Global Endowment Management Charlotte, North Carolina $1.08B AUM 11.63% 1-Year Est. Return
Black Swift Group
Black Swift Group Boulder, Colorado $711M AUM 33.87% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Lindbrook Capital
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $442M AUM 17.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Next Financial Group's EIC Position: Q3 2021 in Review

Next Financial Group sold out of Eagle Point Income Company (EIC) in Q3 2021, closing a stake of 40 shares — an estimated $1K sold.

Next Financial Group first reported a position in EIC in Q4 2019 and held it in 6 quarters. The position peaked at $8K in Q4 2019. 11 funds tracked by Wall St. Rank hold EIC as of Q3 2021.

  • Next Financial Group reported no remaining Eagle Point Income Company position as of Q3 2021 after selling out during the quarter.
  • Next Financial Group sold 40 Eagle Point Income Company shares in Q3 2021, an estimated $1K.
  • Next Financial Group first reported a position in Eagle Point Income Company in Q4 2019 and held it in 6 quarters.
  • Next Financial Group's Eagle Point Income Company position peaked at $8K in Q4 2019.
  • 11 funds tracked by Wall St. Rank held Eagle Point Income Company as of Q3 2021.

Based on Next Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.