NAS
ECC

NWF Advisory Services’s Eagle Point Credit Company ECC Stock Holding History

NWF Advisory Services’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
2023
Q4 		– Sell
-16,083
Closed -$163K – 307
2023
Q3 		$163K Sell
16,083
-1,662
-9% -$17.1K 0.04% 249
2023
Q2 		$180K Hold
17,745
– – 0.04% 244
2023
Q1 		$180K Buy
+17,745
New +$192K 0.04% 243

Other funds holding ECC

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NWF Advisory Services's ECC Position: Q4 2023 in Review

NWF Advisory Services sold out of Eagle Point Credit Company (ECC) in Q4 2023, closing a stake of 16,083 shares — an estimated $163K sold.

NWF Advisory Services first reported a position in ECC in Q1 2023 and held it in 3 quarters. The position peaked at $180K in Q2 2023. 67 funds tracked by Wall St. Rank hold ECC as of Q4 2023.

  • NWF Advisory Services reported no remaining Eagle Point Credit Company position as of Q4 2023 after selling out during the quarter.
  • NWF Advisory Services sold 16,083 Eagle Point Credit Company shares in Q4 2023, an estimated $163K.
  • NWF Advisory Services first reported a position in Eagle Point Credit Company in Q1 2023 and held it in 3 quarters.
  • NWF Advisory Services's Eagle Point Credit Company position peaked at $180K in Q2 2023.
  • 67 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q4 2023.

Based on NWF Advisory Services's 13F filing for Q4 2023, filed 8 Dec 2025.