AF
MRCC

Advisornet Financial’s Monroe Capital Corp MRCC Stock Holding History

Advisornet Financial’s Portfolio MRCC Stock Details MRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-59
Closed – – 1821
2020
Q2 		$0 Hold
59
– – ﹤0.01% 1868
2020
Q1 		$0 Buy
59
+2
+4% +$20 ﹤0.01% 1880
2019
Q4 		$1K Buy
57
+2
+4% +$22 ﹤0.01% 1759
2019
Q3 		$1K Buy
+55
New +$594 ﹤0.01% 1762

Other funds holding MRCC

C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Advisornet Financial's MRCC Position: Q3 2020 in Review

Advisornet Financial sold out of Monroe Capital Corp (MRCC) in Q3 2020, closing a stake of 59 shares.

Advisornet Financial first reported a position in MRCC in Q3 2019 and held it in 4 quarters. The position peaked at $1K in Q4 2019. 66 funds tracked by Wall St. Rank hold MRCC as of Q3 2020.

  • Advisornet Financial reported no remaining Monroe Capital Corp position as of Q3 2020 after selling out during the quarter.
  • Advisornet Financial sold 59 Monroe Capital Corp shares in Q3 2020.
  • Advisornet Financial first reported a position in Monroe Capital Corp in Q3 2019 and held it in 4 quarters.
  • Advisornet Financial's Monroe Capital Corp position peaked at $1K in Q4 2019.
  • 66 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q3 2020.

Based on Advisornet Financial's 13F filing for Q3 2020, filed 6 Nov 2020.