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Denali Advisors’s WhiteHorse Finance WHF Stock Holding History

Denali Advisors’s Portfolio WHF Stock Details WHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-55
Closed -$1K – 272
2014
Q2 		$1K Hold
55
– – ﹤0.01% 251
2014
Q1 		$1K Sell
55
-145
-73% -$2.11K ﹤0.01% 253
2013
Q4 		$3K Buy
+200
New +$3.02K ﹤0.01% 188

Other funds holding WHF

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
BCM
Buckhead Capital Management Atlanta, Georgia $265M AUM 11.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Denali Advisors's WHF Position: Q3 2014 in Review

Denali Advisors sold out of WhiteHorse Finance (WHF) in Q3 2014, closing a stake of 55 shares — an estimated $1K sold.

Denali Advisors first reported a position in WHF in Q4 2013 and held it in 3 quarters. The position peaked at $3K in Q4 2013. 28 funds tracked by Wall St. Rank hold WHF as of Q3 2014.

  • Denali Advisors reported no remaining WhiteHorse Finance position as of Q3 2014 after selling out during the quarter.
  • Denali Advisors sold 55 WhiteHorse Finance shares in Q3 2014, an estimated $1K.
  • Denali Advisors first reported a position in WhiteHorse Finance in Q4 2013 and held it in 3 quarters.
  • Denali Advisors's WhiteHorse Finance position peaked at $3K in Q4 2013.
  • 28 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q3 2014.

Based on Denali Advisors's 13F filing for Q3 2014, filed 10 Oct 2014.