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Financial Gravity Asset Management’s WhiteHorse Finance WHF Stock Holding History

Financial Gravity Asset Management’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
2019
Q3 		– Sell
-100
Closed -$1K – 1579
2019
Q2 		$1K Buy
+100
New +$1.42K ﹤0.01% 1148
2018
Q3 		$8K Buy
664
+95
+17% +$1.37K 0.01% 636
2018
Q2 		$8K Buy
+569
New +$7.85K 0.01% 629

Other funds holding WHF

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 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
RA
Resource America New York $40M AUM 20.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Financial Gravity Asset Management's WHF Position: Q3 2019 in Review

Financial Gravity Asset Management sold out of WhiteHorse Finance (WHF) in Q3 2019, closing a stake of 100 shares — an estimated $1K sold.

Financial Gravity Asset Management first reported a position in WHF in Q2 2018 and held it in 3 quarters. The position peaked at $8K in Q3 2018. 45 funds tracked by Wall St. Rank hold WHF as of Q3 2019.

  • Financial Gravity Asset Management reported no remaining WhiteHorse Finance position as of Q3 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 100 WhiteHorse Finance shares in Q3 2019, an estimated $1K.
  • Financial Gravity Asset Management first reported a position in WhiteHorse Finance in Q2 2018 and held it in 3 quarters.
  • Financial Gravity Asset Management's WhiteHorse Finance position peaked at $8K in Q3 2018.
  • 45 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q3 2019.

Based on Financial Gravity Asset Management's 13F filing for Q3 2019, filed 15 Oct 2019.