BRWM
SUNS

B. Riley Wealth Management’s SLR Senior Investment Corp. Common Stock SUNS Stock Holding History

B. Riley Wealth Management’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
2021
Q1 		– Sell
-263,909
Closed -$3.82M – 493
2020
Q4 		$3.82M Buy
263,909
+830
+0.3% +$11.5K 0.49% 50
2020
Q3 		$3.31M Buy
263,079
+857
+0.3% +$11.2K 0.39% 66
2020
Q2 		$3.36M Sell
262,222
-322,125
-55% -$3.98M 0.37% 65
2020
Q1 		$5.67M Buy
584,347
+319,125
+120% +$5.07M 0.6% 42
2019
Q4 		$10.3M Sell
265,222
-2,806
-1% -$49.6K 1.55% 13
2019
Q3 		$4.76M Sell
268,028
-2,000
-0.7% -$33.8K 0.83% 26
2019
Q2 		$4.3K Sell
270,028
-7,475
-3% -$125K 0.66% 31
2019
Q1 		$4.76M Buy
277,503
+145
+0.1% +$2.42K 0.83% 29
2018
Q4 		$4.19M Buy
+277,358
New +$4.41M 0.88% 24

Other funds holding SUNS

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return