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Founders Financial Securities’s SLR Investment Corp SLRC Stock Holding History

Founders Financial Securities’s Portfolio SLRC Stock Details SLRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-13,125
Closed -$273K – 108
2016
Q4 		$273K Buy
13,125
+113
+0.9% +$2.31K 0.11% 71
2016
Q3 		$267K Sell
13,012
-7,577
-37% -$152K 0.11% 71
2016
Q2 		$392K Sell
20,589
-366
-2% -$6.66K 0.18% 62
2016
Q1 		$362K Buy
20,955
+2,731
+15% +$45.6K 0.17% 55
2015
Q4 		$299K Sell
18,224
-670
-4% -$11.5K 0.14% 54
2015
Q3 		$299K Buy
18,894
+6,718
+55% +$118K 0.15% 52
2015
Q2 		$219K Buy
+12,176
New +$236K 0.11% 49

Other funds holding SLRC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return

Founders Financial Securities's SLRC Position: Q1 2017 in Review

Founders Financial Securities sold out of SLR Investment Corp (SLRC) in Q1 2017, closing a stake of 13,125 shares — an estimated $273K sold.

Founders Financial Securities first reported a position in SLRC in Q2 2015 and held it in 7 quarters. The position peaked at $392K in Q2 2016. 103 funds tracked by Wall St. Rank hold SLRC as of Q1 2017.

  • Founders Financial Securities reported no remaining SLR Investment Corp position as of Q1 2017 after selling out during the quarter.
  • Founders Financial Securities sold 13,125 SLR Investment Corp shares in Q1 2017, an estimated $273K.
  • Founders Financial Securities first reported a position in SLR Investment Corp in Q2 2015 and held it in 7 quarters.
  • Founders Financial Securities's SLR Investment Corp position peaked at $392K in Q2 2016.
  • 103 funds tracked by Wall St. Rank held SLR Investment Corp as of Q1 2017.

Based on Founders Financial Securities's 13F filing for Q1 2017, filed 25 Apr 2017.