DWM
SUNS

Destination Wealth Management’s SLR Senior Investment Corp. Common Stock SUNS Stock Holding History

Destination Wealth Management’s Portfolio SUNS Stock Details SUNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2,646
Closed -$45K – 787
2019
Q1 		$45K Buy
+2,646
New +$44.1K ﹤0.01% 277

Other funds holding SUNS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
RA
Resource America New York $40M AUM 20.54% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Destination Wealth Management's SUNS Position: Q2 2019 in Review

Destination Wealth Management sold out of SLR Senior Investment Corp. Common Stock (SUNS) in Q2 2019, closing a stake of 2,646 shares — an estimated $45K sold.

Destination Wealth Management first reported a position in SUNS in Q1 2019 and held it in 1 quarter. The position peaked at $45K in Q1 2019. 39 funds tracked by Wall St. Rank hold SUNS as of Q2 2019.

  • Destination Wealth Management reported no remaining SLR Senior Investment Corp. Common Stock position as of Q2 2019 after selling out during the quarter.
  • Destination Wealth Management sold 2,646 SLR Senior Investment Corp. Common Stock shares in Q2 2019, an estimated $45K.
  • Destination Wealth Management first reported a position in SLR Senior Investment Corp. Common Stock in Q1 2019 and held it in 1 quarter.
  • Destination Wealth Management's SLR Senior Investment Corp. Common Stock position peaked at $45K in Q1 2019.
  • 39 funds tracked by Wall St. Rank held SLR Senior Investment Corp. Common Stock as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.