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First Foundation Advisors’s Ares Capital ARCC Stock Holding History

First Foundation Advisors’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-11,771
Closed -$164K – 413
2020
Q3 		$164K Hold
11,771
– – 0.01% 359
2020
Q2 		$170K Buy
+11,771
New +$159K 0.01% 340

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return

First Foundation Advisors's ARCC Position: Q4 2020 in Review

First Foundation Advisors sold out of Ares Capital (ARCC) in Q4 2020, closing a stake of 11,771 shares — an estimated $164K sold.

First Foundation Advisors first reported a position in ARCC in Q2 2020 and held it in 2 quarters. The position peaked at $170K in Q2 2020. 526 funds tracked by Wall St. Rank hold ARCC as of Q4 2020.

  • First Foundation Advisors reported no remaining Ares Capital position as of Q4 2020 after selling out during the quarter.
  • First Foundation Advisors sold 11,771 Ares Capital shares in Q4 2020, an estimated $164K.
  • First Foundation Advisors first reported a position in Ares Capital in Q2 2020 and held it in 2 quarters.
  • First Foundation Advisors's Ares Capital position peaked at $170K in Q2 2020.
  • 526 funds tracked by Wall St. Rank held Ares Capital as of Q4 2020.

Based on First Foundation Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.