Clarus Wealth Advisors’s Main Street Capital MAIN Stock Holding History

Clarus Wealth Advisors’s Portfolio MAIN Stock Details MAIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,403	Closed	-$58K	–	395
2019 Q2	$58K	Buy	1,403 +3	+0.2%	+$120	0.04%	255
2019 Q1	$52K	Buy	1,400 +258	+23%	+$9.61K	0.04%	280
2018 Q4	$39K	Sell	1,142 -287	-20%	-$10.7K	0.06%	297
2018 Q3	$55K	Buy	1,429 +19	+1%	+$753	0.04%	280
2018 Q2	$52K	Buy	+1,410	New	+$53.7K	0.04%	279

Other funds holding MAIN

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

VanEck Associates

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return