Cambridge Investment Research Advisors’s Monroe Capital Corp MRCC Stock Holding History

Cambridge Investment Research Advisors’s Portfolio MRCC Stock Details MRCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-10,363	Closed	-$142K	–	2205
2017 Q4	$142K	Sell	10,363 -6,993	-40%	-$100K	﹤0.01%	1995
2017 Q3	$248K	Buy	17,356 +437	+3%	+$6.25K	﹤0.01%	1682
2017 Q2	$258K	Buy	16,919 +336	+2%	+$5.23K	﹤0.01%	1602
2017 Q1	$261K	Buy	16,583 +3,405	+26%	+$53.1K	﹤0.01%	1470
2016 Q4	$203K	Buy	13,178 +129	+1%	+$1.95K	﹤0.01%	1495
2016 Q3	$205K	Buy	+13,049	New	+$203K	﹤0.01%	1538

Other funds holding MRCC

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors's MRCC Position: Q1 2018 in Review

Cambridge Investment Research Advisors sold out of Monroe Capital Corp (MRCC) in Q1 2018, closing a stake of 10,363 shares — an estimated $142K sold.

Cambridge Investment Research Advisors first reported a position in MRCC in Q3 2016 and held it in 6 quarters. The position peaked at $261K in Q1 2017. 61 funds tracked by Wall St. Rank hold MRCC as of Q1 2018.

Cambridge Investment Research Advisors reported no remaining Monroe Capital Corp position as of Q1 2018 after selling out during the quarter.
Cambridge Investment Research Advisors sold 10,363 Monroe Capital Corp shares in Q1 2018, an estimated $142K.
Cambridge Investment Research Advisors first reported a position in Monroe Capital Corp in Q3 2016 and held it in 6 quarters.
Cambridge Investment Research Advisors's Monroe Capital Corp position peaked at $261K in Q1 2017.
61 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2018.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2018, filed 9 May 2018.