EWM
ACAS

Endurance Wealth Management’s American Capital Ltd ACAS Stock Holding History

Endurance Wealth Management’s Portfolio ACAS Stock Details ACAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,274
Closed -$23K – 533
2016
Q4 		$23K Hold
1,274
– – ﹤0.01% 328
2016
Q3 		$22K Hold
1,274
– – ﹤0.01% 335
2016
Q2 		$20K Hold
1,274
– – ﹤0.01% 330
2016
Q1 		$19K Hold
1,274
– – ﹤0.01% 337
2015
Q4 		$18K Hold
1,274
– – ﹤0.01% 352
2015
Q3 		$16K Hold
1,274
– – ﹤0.01% 361
2015
Q2 		$17K Buy
+1,274
New +$18.5K ﹤0.01% 372

Other funds holding ACAS

FPF
FNY Partners Fund New York $185M AUM 32.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Endurance Wealth Management's ACAS Position: Q1 2017 in Review

Endurance Wealth Management sold out of American Capital Ltd (ACAS) in Q1 2017, closing a stake of 1,274 shares — an estimated $23K sold.

Endurance Wealth Management first reported a position in ACAS in Q2 2015 and held it in 7 quarters. The position peaked at $23K in Q4 2016. 2 funds tracked by Wall St. Rank hold ACAS as of Q1 2017.

  • Endurance Wealth Management reported no remaining American Capital Ltd position as of Q1 2017 after selling out during the quarter.
  • Endurance Wealth Management sold 1,274 American Capital Ltd shares in Q1 2017, an estimated $23K.
  • Endurance Wealth Management first reported a position in American Capital Ltd in Q2 2015 and held it in 7 quarters.
  • Endurance Wealth Management's American Capital Ltd position peaked at $23K in Q4 2016.
  • 2 funds tracked by Wall St. Rank held American Capital Ltd as of Q1 2017.

Based on Endurance Wealth Management's 13F filing for Q1 2017, filed 5 May 2017.