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Bellwether Investment Group’s Ares Capital ARCC Stock Holding History

Bellwether Investment Group’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-658
Closed -$11K – 98
2017
Q1 		$11K Buy
658
+47
+8% +$812 0.03% 457
2016
Q4 		$10K Buy
+611
New +$9.62K 0.01% 631

Other funds holding ARCC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bellwether Investment Group's ARCC Position: Q2 2017 in Review

Bellwether Investment Group sold out of Ares Capital (ARCC) in Q2 2017, closing a stake of 658 shares — an estimated $11K sold.

Bellwether Investment Group first reported a position in ARCC in Q4 2016 and held it in 2 quarters. The position peaked at $11K in Q1 2017. 414 funds tracked by Wall St. Rank hold ARCC as of Q2 2017.

  • Bellwether Investment Group reported no remaining Ares Capital position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 658 Ares Capital shares in Q2 2017, an estimated $11K.
  • Bellwether Investment Group first reported a position in Ares Capital in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Ares Capital position peaked at $11K in Q1 2017.
  • 414 funds tracked by Wall St. Rank held Ares Capital as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.