CWA
MAIN icon

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

BAM
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 $999B AUM 46.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Clarus Wealth Advisors's MAIN Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Main Street Capital (MAIN) in Q3 2019, closing a stake of 1,403 shares — an estimated $58K sold.

Clarus Wealth Advisors first reported a position in MAIN in Q2 2018 and held it in 5 quarters. The position peaked at $58K in Q2 2019. 230 funds tracked by Wall St. Rank hold MAIN as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Main Street Capital position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,403 Main Street Capital shares in Q3 2019, an estimated $58K.
  • Clarus Wealth Advisors first reported a position in Main Street Capital in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Main Street Capital position peaked at $58K in Q2 2019.
  • 230 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.