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

Wingate 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
2025
Q1 		– Sell
-400
Closed -$3.55K – 188
2024
Q4 		$3.55K Buy
+400
New +$3.75K ﹤0.01% 405

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LWMI
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Wedbush Securities
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Morgan Stanley
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Freestone Capital Holdings
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Wingate Wealth Advisors's ECC Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Eagle Point Credit Company (ECC) in Q1 2025, closing a stake of 400 shares — an estimated $3.55K sold.

Wingate Wealth Advisors first reported a position in ECC in Q4 2024 and held it in 1 quarter. The position peaked at $3.55K in Q4 2024. 93 funds tracked by Wall St. Rank hold ECC as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Eagle Point Credit Company position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 400 Eagle Point Credit Company shares in Q1 2025, an estimated $3.55K.
  • Wingate Wealth Advisors first reported a position in Eagle Point Credit Company in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Eagle Point Credit Company position peaked at $3.55K in Q4 2024.
  • 93 funds tracked by Wall St. Rank held Eagle Point Credit Company as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.