PMFA
ECC

Plante Moran Financial Advisors’s Eagle Point Credit Company ECC Stock Holding History

Plante Moran Financial Advisors’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
2025
Q4 		– Sell
-970
Closed -$6.41K – 835
2025
Q3 		$6.41K Buy
970
+57
+6% +$404 ﹤0.01% 593
2025
Q2 		$7K Buy
913
+48
+6% +$368 ﹤0.01% 610
2025
Q1 		$7.01K Buy
865
+41
+5% +$354 ﹤0.01% 620
2024
Q4 		$7.32K Buy
824
+37
+5% +$347 ﹤0.01% 630
2024
Q3 		$7.76K Buy
787
+32
+4% +$317 ﹤0.01% 629
2024
Q2 		$7.59K Sell
755
-4,234
-85% -$42.9K ﹤0.01% 607
2024
Q1 		$50.4K Buy
4,989
+4,294
+618% +$43K 0.01% 332
2023
Q4 		$6.6K Buy
+695
New +$6.62K ﹤0.01% 613
2019
Q4 		– Sell
-24
Closed – – 790
2019
Q3 		$0 Buy
24
+1
+4% +$17 ﹤0.01% 855
2019
Q2 		$0 Buy
23
+1
+5% +$17 ﹤0.01% 789
2019
Q1 		$0 Sell
22
-1,826
-99% -$29.3K ﹤0.01% 812
2018
Q4 		$26K Buy
1,848
+63
+4% +$1.04K 0.01% 400
2018
Q3 		$32K Buy
1,785
+58
+3% +$1.06K 0.01% 373
2018
Q2 		$31K Buy
1,727
+55
+3% +$1K 0.02% 412
2018
Q1 		$30K Buy
1,672
+53
+3% +$975 0.02% 434
2017
Q4 		$30K Buy
1,619
+49
+3% +$951 0.02% 433
2017
Q3 		$32K Buy
1,570
+44
+3% +$909 0.02% 395
2017
Q2 		$32K Sell
1,526
-3,450
-69% -$70.1K 0.02% 394
2017
Q1 		$104K Hold
4,976
– – 0.06% 199
2016
Q4 		$83K Hold
4,976
– – 0.05% 239
2016
Q3 		$85K Hold
4,976
– – 0.06% 226
2016
Q2 		$80K Hold
4,976
– – 0.06% 217
2016
Q1 		$82K Hold
4,976
– – 0.06% 200
2015
Q4 		$82K Buy
4,976
+161
+3% +$2.81K 0.06% 213
2015
Q3 		$92K Hold
4,815
– – 0.07% 185
2015
Q2 		$97K Hold
4,815
– – 0.07% 200
2015
Q1 		$101K Buy
+4,815
New +$100K 0.07% 186

Other funds holding ECC

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return

Plante Moran Financial Advisors's ECC Position: Q4 2025 in Review

Plante Moran Financial Advisors sold out of Eagle Point Credit Company (ECC) in Q4 2025, closing a stake of 970 shares — an estimated $6.41K sold.

Plante Moran Financial Advisors first reported a position in ECC in Q1 2015 and held it in 27 quarters. The position peaked at $104K in Q1 2017. 121 funds tracked by Wall St. Rank hold ECC as of Q4 2025.

  • Plante Moran Financial Advisors reported no remaining Eagle Point Credit Company position as of Q4 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 970 Eagle Point Credit Company shares in Q4 2025, an estimated $6.41K.
  • Plante Moran Financial Advisors first reported a position in Eagle Point Credit Company in Q1 2015 and held it in 27 quarters.
  • Plante Moran Financial Advisors's Eagle Point Credit Company position peaked at $104K in Q1 2017.
  • 121 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q4 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.