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First Personal Financial Services’s Ares Capital ARCC Stock Holding History

First Personal Financial Services’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
2018
Q1 		– Sell
-531
Closed -$8K – 1028
2017
Q4 		$8K Buy
+531
New +$8.62K ﹤0.01% 828
2015
Q4 		– Sell
-63
Closed -$1K – 400
2015
Q3 		$1K Hold
63
– – ﹤0.01% 423
2015
Q2 		$2K Hold
63
– – ﹤0.01% 382
2015
Q1 		$2K Hold
63
– – ﹤0.01% 418
2014
Q4 		$0 Buy
+63
New +$1K ﹤0.01% 481

Other funds holding ARCC

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

First Personal Financial Services's ARCC Position: Q1 2018 in Review

First Personal Financial Services sold out of Ares Capital (ARCC) in Q1 2018, closing a stake of 531 shares — an estimated $8K sold.

First Personal Financial Services first reported a position in ARCC in Q4 2014 and held it in 5 quarters. The position peaked at $8K in Q4 2017. 441 funds tracked by Wall St. Rank hold ARCC as of Q1 2018.

  • First Personal Financial Services reported no remaining Ares Capital position as of Q1 2018 after selling out during the quarter.
  • First Personal Financial Services sold 531 Ares Capital shares in Q1 2018, an estimated $8K.
  • First Personal Financial Services first reported a position in Ares Capital in Q4 2014 and held it in 5 quarters.
  • First Personal Financial Services's Ares Capital position peaked at $8K in Q4 2017.
  • 441 funds tracked by Wall St. Rank held Ares Capital as of Q1 2018.

Based on First Personal Financial Services's 13F filing for Q1 2018, filed 10 May 2018.