CG
MRCC

CFO4Life Group’s Monroe Capital Corp MRCC Stock Holding History

CFO4Life Group’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
2019
Q3 		– Sell
-14,353
Closed -$166K – 129
2019
Q2 		$166K Buy
14,353
+203
+1% +$2.43K 0.08% 117
2019
Q1 		$172K Buy
14,150
+2,475
+21% +$29.7K 0.08% 116
2018
Q4 		$112K Buy
+11,675
New +$137K 0.05% 116

Other funds holding MRCC

William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ACP
Ashfield Capital Partners San Francisco, California $1.19B AUM 14.56% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CFO4Life Group's MRCC Position: Q3 2019 in Review

CFO4Life Group sold out of Monroe Capital Corp (MRCC) in Q3 2019, closing a stake of 14,353 shares — an estimated $166K sold.

CFO4Life Group first reported a position in MRCC in Q4 2018 and held it in 3 quarters. The position peaked at $172K in Q1 2019. 68 funds tracked by Wall St. Rank hold MRCC as of Q3 2019.

  • CFO4Life Group reported no remaining Monroe Capital Corp position as of Q3 2019 after selling out during the quarter.
  • CFO4Life Group sold 14,353 Monroe Capital Corp shares in Q3 2019, an estimated $166K.
  • CFO4Life Group first reported a position in Monroe Capital Corp in Q4 2018 and held it in 3 quarters.
  • CFO4Life Group's Monroe Capital Corp position peaked at $172K in Q1 2019.
  • 68 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q3 2019.

Based on CFO4Life Group's 13F filing for Q3 2019, filed 1 Nov 2019.