AG
SUNS

Advisor Group’s SLR Senior Investment Corp. Common Stock SUNS Stock Holding History

Advisor Group’s Portfolio SUNS Stock Details SUNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$142K Sell
8,107
-1,114
-12% -$19.7K ﹤0.01% 2666
2019
Q3 		$163K Buy
9,221
+7
+0.1% +$118 ﹤0.01% 2483
2019
Q2 		$146K Buy
9,214
+3,006
+48% +$50.4K ﹤0.01% 2563
2019
Q1 		$107K Buy
6,208
+3,707
+148% +$61.7K ﹤0.01% 2799
2018
Q4 		$37K Buy
2,501
+1,837
+277% +$29.2K ﹤0.01% 3411
2018
Q3 		$11K Buy
664
+545
+458% +$9.15K ﹤0.01% 4250
2018
Q2 		$2K Buy
119
+10
+9% +$168 ﹤0.01% 4723
2018
Q1 		$2K Sell
109
-52
-32% -$890 ﹤0.01% 4735
2017
Q4 		$3K Sell
161
-4,548
-97% -$81.1K ﹤0.01% 4612
2017
Q3 		$82K Sell
4,709
-1,948
-29% -$32.8K ﹤0.01% 2580
2017
Q2 		$112K Buy
6,657
+95
+1% +$1.66K ﹤0.01% 2223
2017
Q1 		$118K Buy
6,562
+30
+0.5% +$517 ﹤0.01% 2046
2016
Q4 		$108K Buy
6,532
+32
+0.5% +$518 ﹤0.01% 2007
2016
Q3 		$105K Sell
6,500
-1,615
-20% -$26.8K ﹤0.01% 1972
2016
Q2 		$130K Buy
+8,115
New +$125K ﹤0.01% 1739

Other funds holding SUNS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
RA
Resource America New York $40M AUM 20.54% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advisor Group's SUNS Position: Q4 2019 in Review

Advisor Group reduced its SLR Senior Investment Corp. Common Stock (SUNS) stake by 12% in Q4 2019, selling an estimated $19.7K and leaving 8,107 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #2666.

Advisor Group first reported a position in SUNS in Q2 2016 and has held it in 15 quarters since. The position peaked at $163K in Q3 2019. 41 funds tracked by Wall St. Rank hold SUNS as of Q4 2019.

  • Advisor Group held 8,107 shares of SLR Senior Investment Corp. Common Stock worth $142K as of Q4 2019.
  • Advisor Group sold 1,114 SLR Senior Investment Corp. Common Stock shares in Q4 2019, an estimated $19.7K.
  • SLR Senior Investment Corp. Common Stock made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2666 holding.
  • Advisor Group first reported a position in SLR Senior Investment Corp. Common Stock in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's SLR Senior Investment Corp. Common Stock position peaked at $163K in Q3 2019.
  • 41 funds tracked by Wall St. Rank held SLR Senior Investment Corp. Common Stock as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.