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Clear Perspective Advisors’s Ares Capital ARCC Stock Holding History

Clear Perspective Advisors’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-128
Closed -$2K – 473
2017
Q1 		$2K Buy
+128
New +$2.21K ﹤0.01% 377

Other funds holding ARCC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clear Perspective Advisors's ARCC Position: Q2 2017 in Review

Clear Perspective Advisors sold out of Ares Capital (ARCC) in Q2 2017, closing a stake of 128 shares — an estimated $2K sold.

Clear Perspective Advisors first reported a position in ARCC in Q1 2017 and held it in 1 quarter. The position peaked at $2K in Q1 2017. 414 funds tracked by Wall St. Rank hold ARCC as of Q2 2017.

  • Clear Perspective Advisors reported no remaining Ares Capital position as of Q2 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 128 Ares Capital shares in Q2 2017, an estimated $2K.
  • Clear Perspective Advisors first reported a position in Ares Capital in Q1 2017 and held it in 1 quarter.
  • Clear Perspective Advisors's Ares Capital position peaked at $2K in Q1 2017.
  • 414 funds tracked by Wall St. Rank held Ares Capital as of Q2 2017.

Based on Clear Perspective Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.