CAC
SUNS

Certified Advisory Corp’s SLR Senior Investment Corp. Common Stock SUNS Stock Holding History

Certified Advisory Corp’s Portfolio SUNS Stock Details SUNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		$56K Sell
4,375
-5,153
-54% -$63.7K 0.02% 293
2020
Q1 		$93K Buy
9,528
+4,065
+74% +$64.6K 0.04% 217
2019
Q4 		$96K Buy
5,463
+813
+17% +$14.4K 0.03% 236
2019
Q3 		$83K Buy
4,650
+66
+1% +$1.12K 0.03% 254
2019
Q2 		$73K Sell
4,584
-1,937
-30% -$32.5K 0.03% 266
2019
Q1 		$112K Buy
6,521
+5,021
+335% +$83.6K 0.05% 205
2018
Q4 		$23K Buy
+1,500
New +$23.9K 0.01% 405

Other funds holding SUNS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
RA
Resource America New York $40M AUM 20.54% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCM
Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.33B AUM 1.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Certified Advisory Corp's SUNS Position: Q2 2020 in Review

Certified Advisory Corp reduced its SLR Senior Investment Corp. Common Stock (SUNS) stake by 54% in Q2 2020, selling an estimated $63.7K and leaving 4,375 shares worth $56K. The position accounts for 0.02% of the portfolio, ranked #293.

Certified Advisory Corp first reported a position in SUNS in Q4 2018 and has held it in 7 quarters since. The position peaked at $112K in Q1 2019. 38 funds tracked by Wall St. Rank hold SUNS as of Q2 2020.

  • Certified Advisory Corp held 4,375 shares of SLR Senior Investment Corp. Common Stock worth $56K as of Q2 2020.
  • Certified Advisory Corp sold 5,153 SLR Senior Investment Corp. Common Stock shares in Q2 2020, an estimated $63.7K.
  • SLR Senior Investment Corp. Common Stock made up 0.02% of Certified Advisory Corp's portfolio in Q2 2020, its #293 holding.
  • Certified Advisory Corp first reported a position in SLR Senior Investment Corp. Common Stock in Q4 2018 and has held it in 7 quarters since.
  • Certified Advisory Corp's SLR Senior Investment Corp. Common Stock position peaked at $112K in Q1 2019.
  • 38 funds tracked by Wall St. Rank held SLR Senior Investment Corp. Common Stock as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.