SFC
ECC

Strategic Financial Concepts’s Eagle Point Credit Company ECC Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-19,780
Closed -$2K – 356
2024
Q2 		$2K Buy
+19,780
New +$201K ﹤0.01% 553

Other funds holding ECC

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 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
TI
TrueMark Investments Chicago, Illinois $514M AUM 18.06% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Strategic Financial Concepts's ECC Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Eagle Point Credit Company (ECC) in Q3 2024, closing a stake of 19,780 shares — an estimated $2K sold.

Strategic Financial Concepts first reported a position in ECC in Q2 2024 and held it in 1 quarter. The position peaked at $2K in Q2 2024. 89 funds tracked by Wall St. Rank hold ECC as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Eagle Point Credit Company position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 19,780 Eagle Point Credit Company shares in Q3 2024, an estimated $2K.
  • Strategic Financial Concepts first reported a position in Eagle Point Credit Company in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Eagle Point Credit Company position peaked at $2K in Q2 2024.
  • 89 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.