Berman Capital Advisors’s Main Street Capital MAIN Stock Holding History

Berman Capital Advisors’s Portfolio MAIN Stock Details MAIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-18	Closed	–	–	1729
2020 Q1	$0	Hold	18	–	–	﹤0.01%	1584
2019 Q4	$0	Hold	18	–	–	﹤0.01%	1507
2019 Q3	$0	Hold	18	–	–	﹤0.01%	1521
2019 Q2	$0	Hold	18	–	–	﹤0.01%	1539
2019 Q1	$0	Hold	18	–	–	﹤0.01%	1415
2018 Q4	$0	Buy	+18	New	+$670	﹤0.01%	1196

Other funds holding MAIN

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Berman Capital Advisors's MAIN Position: Q2 2020 in Review

Berman Capital Advisors sold out of Main Street Capital (MAIN) in Q2 2020, closing a stake of 18 shares.

Berman Capital Advisors first reported a position in MAIN in Q4 2018 and held it in 6 quarters. The position peaked at $0 in Q1 2020. 208 funds tracked by Wall St. Rank hold MAIN as of Q2 2020.

Berman Capital Advisors reported no remaining Main Street Capital position as of Q2 2020 after selling out during the quarter.
Berman Capital Advisors sold 18 Main Street Capital shares in Q2 2020.
Berman Capital Advisors first reported a position in Main Street Capital in Q4 2018 and held it in 6 quarters.
Berman Capital Advisors's Main Street Capital position peaked at $0 in Q1 2020.
208 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.