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Triad Wealth Partners’s Eagle Point Credit Company ECC Stock Holding History

Triad Wealth Partners’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
-70
Closed -$704 – 286
2024
Q2 		$704 Buy
+70
New +$710 ﹤0.01% 908

Other funds holding ECC

SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
Freestone Capital Holdings
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

Triad Wealth Partners's ECC Position: Q3 2024 in Review

Triad Wealth Partners sold out of Eagle Point Credit Company (ECC) in Q3 2024, closing a stake of 70 shares — an estimated $704 sold.

Triad Wealth Partners first reported a position in ECC in Q2 2024 and held it in 1 quarter. The position peaked at $704 in Q2 2024. 89 funds tracked by Wall St. Rank hold ECC as of Q3 2024.

  • Triad Wealth Partners reported no remaining Eagle Point Credit Company position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 70 Eagle Point Credit Company shares in Q3 2024, an estimated $704.
  • Triad Wealth Partners first reported a position in Eagle Point Credit Company in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Eagle Point Credit Company position peaked at $704 in Q2 2024.
  • 89 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.