Steward Partners Investment Advisory’s Eagle Growth and Income Opportunities Fund EGIF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-700
Closed -$9K 2927
2020
Q2
$9K Hold
700
﹤0.01% 2105
2020
Q1
$7K Sell
700
-265
-27% -$4.04K ﹤0.01% 2004
2019
Q4
$16K Buy
965
+700
+264% +$11.2K ﹤0.01% 1850
2019
Q3
$4K Hold
265
﹤0.01% 2331
2019
Q2
$4K Buy
+265
New +$4.07K ﹤0.01% 2320

Other funds holding EGIF

Steward Partners Investment Advisory's EGIF Position: Q3 2020 in Review

Steward Partners Investment Advisory sold out of Eagle Growth and Income Opportunities Fund (EGIF) in Q3 2020, closing a stake of 700 shares — an estimated $9K sold.

Steward Partners Investment Advisory first reported a position in EGIF in Q2 2019 and held it in 5 quarters. The position peaked at $16K in Q4 2019. 1 fund tracked by Wall St. Rank holds EGIF as of Q3 2020.

  • Steward Partners Investment Advisory reported no remaining Eagle Growth and Income Opportunities Fund position as of Q3 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 700 Eagle Growth and Income Opportunities Fund shares in Q3 2020, an estimated $9K.
  • Steward Partners Investment Advisory first reported a position in Eagle Growth and Income Opportunities Fund in Q2 2019 and held it in 5 quarters.
  • Steward Partners Investment Advisory's Eagle Growth and Income Opportunities Fund position peaked at $16K in Q4 2019.
  • 1 fund tracked by Wall St. Rank held Eagle Growth and Income Opportunities Fund as of Q3 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2020, filed 30 Oct 2020.