Eagle Boston Investment Management Inc

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Eagle Boston Investment Management Inc
CRD #110649
SEC #801-55776
CIK #0000790502, 0001079161
AUM
Employees 24 (21% Investors, 17% Brokers)
Phone800-237-3101
Address880 Carillon Parkway
St Petersburg, FL 33716
Source [IAPD] [EDGAR] [Website] [Twitter]
Total AUM ($B)
3.02.41.81.20.60.02001200920172025
Sector Form 13F Holdings Value ($B)
Apple Inc 7.7
Microsoft Corp 6.6
Nvidia Corp 6.1
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Amazon Com Inc 4.4
J P Morgan Chase & Co 4.3
Alphabet Inc 3.8
Wal Mart Stores Inc 3.0
Johnson & Johnson 2.5
Facebook Inc 2.2
View All
Holdings by Sector ($B)
3502802101407002011201620212027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 23 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 2 0.1
(g) Pension and profit sharing plans 6 0.8
(h) Charitable organizations 6 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 0.0
(n) Other 0 0.0
Total 40 1.0
By Discretionary
Discretionary 17 1.0
Non-Discretionary 23 0.0
Total 40 1.0
By Non-United States Persons
Non-United States Persons 0.1
United States Persons 0.9
Total 40 1.0
EDGAR Form CIK 2011 - 2026
13F-HR [0000790502]
13F-NT [0000790502]
3 [0000790502]
4 [0000790502]
SC 13D [0000790502]
SC 13G [0000790502]
13F-HR [0001079161]
SC 13G [0001079161]
Form 13D/13G Filer Form 13D/13G Subject Filed
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Firm Profile (Form ADV)
Discretionary AUM$1.4B
ServesInstitutional, Retail
Form 3/4/5 Subject 2011 - 2026
Eagle Asset Management Inc
Eagle Growth & Income Opportunities Fund
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Eagle Growth & Income Opportunities Fund EGIF
Eagle Growth & Income Opportunities Fund
2016-07-14 Buy 1,448 $17.31 25,065
Eagle Growth & Income Opportunities Fund EGIF
EGIF - Eagle Groth & Income Opportunities Fund
2016-04-28 Buy 1,532 $16.34 25,033
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