SWM
ECC

Sugarloaf Wealth Management’s Eagle Point Credit Company ECC Stock Holding History

Sugarloaf Wealth Management’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
2022
Q1 		– Sell
-11,272
Closed -$158K – 725
2021
Q4 		$158K Buy
+11,272
New +$163K 0.04% 150

Other funds holding ECC

SPC
Stone Point Capital Greenwich, Connecticut $21.9M AUM 47.18% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
EG
Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sugarloaf Wealth Management's ECC Position: Q1 2022 in Review

Sugarloaf Wealth Management sold out of Eagle Point Credit Company (ECC) in Q1 2022, closing a stake of 11,272 shares — an estimated $158K sold.

Sugarloaf Wealth Management first reported a position in ECC in Q4 2021 and held it in 1 quarter. The position peaked at $158K in Q4 2021. 57 funds tracked by Wall St. Rank hold ECC as of Q1 2022.

  • Sugarloaf Wealth Management reported no remaining Eagle Point Credit Company position as of Q1 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 11,272 Eagle Point Credit Company shares in Q1 2022, an estimated $158K.
  • Sugarloaf Wealth Management first reported a position in Eagle Point Credit Company in Q4 2021 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Eagle Point Credit Company position peaked at $158K in Q4 2021.
  • 57 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q1 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.