AR
SUNS

Advisory Research’s SLR Senior Investment Corp. Common Stock SUNS Stock Holding History

Advisory Research’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
2014
Q3 		– Sell
-58,439
Closed -$986K – 341
2014
Q2 		$986K Sell
58,439
-6,650
-10% -$112K 0.01% 253
2014
Q1 		$1.11M Buy
65,089
+46,649
+253% +$839K 0.01% 234
2013
Q4 		$336K Buy
+18,440
New +$338K ﹤0.01% 289

Other funds holding SUNS

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WHI
William Harris Investors Chicago, Illinois $347M AUM 3.53% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

Advisory Research's SUNS Position: Q3 2014 in Review

Advisory Research sold out of SLR Senior Investment Corp. Common Stock (SUNS) in Q3 2014, closing a stake of 58,439 shares — an estimated $986K sold.

Advisory Research first reported a position in SUNS in Q4 2013 and held it in 3 quarters. The position peaked at $1.11M in Q1 2014. 41 funds tracked by Wall St. Rank hold SUNS as of Q3 2014.

  • Advisory Research reported no remaining SLR Senior Investment Corp. Common Stock position as of Q3 2014 after selling out during the quarter.
  • Advisory Research sold 58,439 SLR Senior Investment Corp. Common Stock shares in Q3 2014, an estimated $986K.
  • Advisory Research first reported a position in SLR Senior Investment Corp. Common Stock in Q4 2013 and held it in 3 quarters.
  • Advisory Research's SLR Senior Investment Corp. Common Stock position peaked at $1.11M in Q1 2014.
  • 41 funds tracked by Wall St. Rank held SLR Senior Investment Corp. Common Stock as of Q3 2014.

Based on Advisory Research's 13F filing for Q3 2014, filed 6 Nov 2014.