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CA Family Wealth’s SLR Investment Corp SLRC Stock Holding History

CA Family Wealth’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
2020
Q1 		– Sell
-10,799
Closed -$223K – 122
2019
Q4 		$223K Buy
+10,799
New +$222K 0.15% 112

Other funds holding SLRC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RA
Resource America New York $40M AUM 20.54% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

CA Family Wealth's SLRC Position: Q1 2020 in Review

CA Family Wealth sold out of SLR Investment Corp (SLRC) in Q1 2020, closing a stake of 10,799 shares — an estimated $223K sold.

CA Family Wealth first reported a position in SLRC in Q4 2019 and held it in 1 quarter. The position peaked at $223K in Q4 2019. 113 funds tracked by Wall St. Rank hold SLRC as of Q1 2020.

  • CA Family Wealth reported no remaining SLR Investment Corp position as of Q1 2020 after selling out during the quarter.
  • CA Family Wealth sold 10,799 SLR Investment Corp shares in Q1 2020, an estimated $223K.
  • CA Family Wealth first reported a position in SLR Investment Corp in Q4 2019 and held it in 1 quarter.
  • CA Family Wealth's SLR Investment Corp position peaked at $223K in Q4 2019.
  • 113 funds tracked by Wall St. Rank held SLR Investment Corp as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.