Stifel Financial
ECC

Stifel Financial’s Eagle Point Credit Company ECC Stock Holding History

Stifel Financial’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
Q4 		– Sell
-15,094
Closed -$149K – 3410
2024
Q3 		$149K Buy
+15,094
New +$150K ﹤0.01% 3187
2019
Q1 		– Sell
-11,275
Closed -$159K – 2801
2018
Q4 		$159K Sell
11,275
-1,650
-13% -$27.2K ﹤0.01% 2503
2018
Q3 		$231K Buy
+12,925
New +$236K ﹤0.01% 2499
2017
Q3 		– Sell
-10,545
Closed -$215K – 2595
2017
Q2 		$215K Buy
+10,545
New +$214K ﹤0.01% 2306
2015
Q4 		– Sell
-53,058
Closed -$1.01M – 2349
2015
Q3 		$1.01M Buy
+53,058
New +$1.07M 0.01% 1212

Other funds holding ECC

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial's ECC Position: Q4 2024 in Review

Stifel Financial sold out of Eagle Point Credit Company (ECC) in Q4 2024, closing a stake of 15,094 shares — an estimated $149K sold.

Stifel Financial first reported a position in ECC in Q3 2015 and held it in 5 quarters. The position peaked at $1.01M in Q3 2015. 102 funds tracked by Wall St. Rank hold ECC as of Q4 2024.

  • Stifel Financial reported no remaining Eagle Point Credit Company position as of Q4 2024 after selling out during the quarter.
  • Stifel Financial sold 15,094 Eagle Point Credit Company shares in Q4 2024, an estimated $149K.
  • Stifel Financial first reported a position in Eagle Point Credit Company in Q3 2015 and held it in 5 quarters.
  • Stifel Financial's Eagle Point Credit Company position peaked at $1.01M in Q3 2015.
  • 102 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q4 2024.

Based on Stifel Financial's 13F filing for Q4 2024, filed 13 Feb 2025.