CAC
MRCC

Certified Advisory Corp’s Monroe Capital Corp MRCC Stock Holding History

Certified Advisory Corp’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
2020
Q1 		– Sell
-1,032
Closed -$10.3K – 809
2019
Q4 		$11K Buy
+1,032
New +$11.3K ﹤0.01% 575

Other funds holding MRCC

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C
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Two Sigma Advisers
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Certified Advisory Corp's MRCC Position: Q1 2020 in Review

Certified Advisory Corp sold out of Monroe Capital Corp (MRCC) in Q1 2020, closing a stake of 1,032 shares — an estimated $10.3K sold.

Certified Advisory Corp first reported a position in MRCC in Q4 2019 and held it in 1 quarter. The position peaked at $11K in Q4 2019. 68 funds tracked by Wall St. Rank hold MRCC as of Q1 2020.

  • Certified Advisory Corp reported no remaining Monroe Capital Corp position as of Q1 2020 after selling out during the quarter.
  • Certified Advisory Corp sold 1,032 Monroe Capital Corp shares in Q1 2020, an estimated $10.3K.
  • Certified Advisory Corp first reported a position in Monroe Capital Corp in Q4 2019 and held it in 1 quarter.
  • Certified Advisory Corp's Monroe Capital Corp position peaked at $11K in Q4 2019.
  • 68 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2020.

Based on Certified Advisory Corp's 13F filing for Q1 2020, filed 27 Apr 2020.