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 $535B AUM 26.23% 1-Year Est. Return

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return