AAS
MRCC

Avantax Advisory Services’s Monroe Capital Corp MRCC Stock Holding History

Avantax Advisory Services’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
2019
Q2 		– Sell
-14,762
Closed -$179K – 536
2019
Q1 		$179K Buy
14,762
+418
+3% +$5.01K 0.01% 468
2018
Q4 		$137K Buy
+14,344
New +$168K 0.02% 391

Other funds holding MRCC

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Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ACP
Ashfield Capital Partners San Francisco, California $1.19B AUM 14.56% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Avantax Advisory Services's MRCC Position: Q2 2019 in Review

Avantax Advisory Services sold out of Monroe Capital Corp (MRCC) in Q2 2019, closing a stake of 14,762 shares — an estimated $179K sold.

Avantax Advisory Services first reported a position in MRCC in Q4 2018 and held it in 2 quarters. The position peaked at $179K in Q1 2019. 64 funds tracked by Wall St. Rank hold MRCC as of Q2 2019.

  • Avantax Advisory Services reported no remaining Monroe Capital Corp position as of Q2 2019 after selling out during the quarter.
  • Avantax Advisory Services sold 14,762 Monroe Capital Corp shares in Q2 2019, an estimated $179K.
  • Avantax Advisory Services first reported a position in Monroe Capital Corp in Q4 2018 and held it in 2 quarters.
  • Avantax Advisory Services's Monroe Capital Corp position peaked at $179K in Q1 2019.
  • 64 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q2 2019.

Based on Avantax Advisory Services's 13F filing for Q2 2019, filed 6 Aug 2019.