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Gary Goldberg Planning Services’s SLR Investment Corp SLRC Stock Holding History

Gary Goldberg Planning Services’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
2013
Q4 		– Sell
-200
Closed -$4K – 353
2013
Q3 		$4K Hold
200
– – ﹤0.01% 332
2013
Q2 		$5K Buy
+200
New +$4.67K ﹤0.01% 329

Other funds holding SLRC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return

Gary Goldberg Planning Services's SLRC Position: Q4 2013 in Review

Gary Goldberg Planning Services sold out of SLR Investment Corp (SLRC) in Q4 2013, closing a stake of 200 shares — an estimated $4K sold.

Gary Goldberg Planning Services first reported a position in SLRC in Q2 2013 and held it in 2 quarters. The position peaked at $5K in Q2 2013. 126 funds tracked by Wall St. Rank hold SLRC as of Q4 2013.

  • Gary Goldberg Planning Services reported no remaining SLR Investment Corp position as of Q4 2013 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 200 SLR Investment Corp shares in Q4 2013, an estimated $4K.
  • Gary Goldberg Planning Services first reported a position in SLR Investment Corp in Q2 2013 and held it in 2 quarters.
  • Gary Goldberg Planning Services's SLR Investment Corp position peaked at $5K in Q2 2013.
  • 126 funds tracked by Wall St. Rank held SLR Investment Corp as of Q4 2013.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2013, filed 5 Feb 2014.