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Sound Income Strategies’s Eagle Point Credit Company ECC Stock Holding History

Sound Income Strategies’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
Q1 		– Sell
-480
Closed -$4.56K – 1377
2023
Q4 		$4.56K Buy
+480
New +$4.57K ﹤0.01% 913
2020
Q1 		– Sell
-400
Closed -$6K – 779
2019
Q4 		$6K Hold
400
– – ﹤0.01% 422
2019
Q3 		$6K Hold
400
– – ﹤0.01% 394
2019
Q2 		$7K Buy
+400
New +$6.97K ﹤0.01% 380

Other funds holding ECC

SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sound Income Strategies's ECC Position: Q1 2024 in Review

Sound Income Strategies sold out of Eagle Point Credit Company (ECC) in Q1 2024, closing a stake of 480 shares — an estimated $4.56K sold.

Sound Income Strategies first reported a position in ECC in Q2 2019 and held it in 4 quarters. The position peaked at $7K in Q2 2019. 69 funds tracked by Wall St. Rank hold ECC as of Q1 2024.

  • Sound Income Strategies reported no remaining Eagle Point Credit Company position as of Q1 2024 after selling out during the quarter.
  • Sound Income Strategies sold 480 Eagle Point Credit Company shares in Q1 2024, an estimated $4.56K.
  • Sound Income Strategies first reported a position in Eagle Point Credit Company in Q2 2019 and held it in 4 quarters.
  • Sound Income Strategies's Eagle Point Credit Company position peaked at $7K in Q2 2019.
  • 69 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q1 2024.

Based on Sound Income Strategies's 13F filing for Q1 2024, filed 15 Apr 2024.