Endurance Wealth Management’s Allied Capital Corporation AFC Stock Holding History

Endurance Wealth Management’s Portfolio AFC Stock Details AFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-1,800	Closed	-$46K	–	544
2015 Q4	$46K	Hold	1,800	–	–	0.01%	272
2015 Q3	$46K	Hold	1,800	–	–	0.01%	281
2015 Q2	$45K	Buy	+1,800	New	+$45.7K	0.01%	283

Other funds holding AFC

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Endurance Wealth Management's AFC Position: Q1 2016 in Review

Endurance Wealth Management sold out of Allied Capital Corporation (AFC) in Q1 2016, closing a stake of 1,800 shares — an estimated $46K sold.

Endurance Wealth Management first reported a position in AFC in Q2 2015 and held it in 3 quarters. The position peaked at $46K in Q4 2015. 2 funds tracked by Wall St. Rank hold AFC as of Q1 2016.

Endurance Wealth Management reported no remaining Allied Capital Corporation position as of Q1 2016 after selling out during the quarter.
Endurance Wealth Management sold 1,800 Allied Capital Corporation shares in Q1 2016, an estimated $46K.
Endurance Wealth Management first reported a position in Allied Capital Corporation in Q2 2015 and held it in 3 quarters.
Endurance Wealth Management's Allied Capital Corporation position peaked at $46K in Q4 2015.
2 funds tracked by Wall St. Rank held Allied Capital Corporation as of Q1 2016.

Based on Endurance Wealth Management's 13F filing for Q1 2016, filed 12 Apr 2016.