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B. Riley Wealth Advisors’s SLR Investment Corp SLRC Stock Holding History

B. Riley Wealth Advisors’s Portfolio SLRC Stock Details SLRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-14,578
Closed -$298K – 745
2018
Q2 		$298K Sell
14,578
-609
-4% -$12.7K 0.04% 467
2018
Q1 		$309K Buy
+15,187
New +$312K 0.04% 446
2014
Q3 		– Sell
-1,000
Closed -$21.3K – 1699
2014
Q2 		$21.3K Buy
+1,000
New +$21.4K 0.01% 1444

Other funds holding SLRC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return

B. Riley Wealth Advisors's SLRC Position: Q3 2018 in Review

B. Riley Wealth Advisors sold out of SLR Investment Corp (SLRC) in Q3 2018, closing a stake of 14,578 shares — an estimated $298K sold.

B. Riley Wealth Advisors first reported a position in SLRC in Q2 2014 and held it in 3 quarters. The position peaked at $309K in Q1 2018. 107 funds tracked by Wall St. Rank hold SLRC as of Q3 2018.

  • B. Riley Wealth Advisors reported no remaining SLR Investment Corp position as of Q3 2018 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 14,578 SLR Investment Corp shares in Q3 2018, an estimated $298K.
  • B. Riley Wealth Advisors first reported a position in SLR Investment Corp in Q2 2014 and held it in 3 quarters.
  • B. Riley Wealth Advisors's SLR Investment Corp position peaked at $309K in Q1 2018.
  • 107 funds tracked by Wall St. Rank held SLR Investment Corp as of Q3 2018.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.