SWA
ECC

Stratos Wealth Advisors’s Eagle Point Credit Company ECC Stock Holding History

Stratos Wealth 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
2023
Q4 		– Sell
-12,010
Closed -$122K – 695
2023
Q3 		$122K Buy
12,010
+10
+0.1% +$103 0.01% 643
2023
Q2 		$122K Hold
12,000
– – 0.01% 607
2023
Q1 		$134K Hold
12,000
– – 0.01% 584
2022
Q4 		$121K Buy
+12,000
New +$130K 0.01% 554

Other funds holding ECC

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stratos Wealth Advisors's ECC Position: Q4 2023 in Review

Stratos Wealth Advisors sold out of Eagle Point Credit Company (ECC) in Q4 2023, closing a stake of 12,010 shares — an estimated $122K sold.

Stratos Wealth Advisors first reported a position in ECC in Q4 2022 and held it in 4 quarters. The position peaked at $134K in Q1 2023. 67 funds tracked by Wall St. Rank hold ECC as of Q4 2023.

  • Stratos Wealth Advisors reported no remaining Eagle Point Credit Company position as of Q4 2023 after selling out during the quarter.
  • Stratos Wealth Advisors sold 12,010 Eagle Point Credit Company shares in Q4 2023, an estimated $122K.
  • Stratos Wealth Advisors first reported a position in Eagle Point Credit Company in Q4 2022 and held it in 4 quarters.
  • Stratos Wealth Advisors's Eagle Point Credit Company position peaked at $134K in Q1 2023.
  • 67 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q4 2023.

Based on Stratos Wealth Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.