GGPS
SUNS

Gary Goldberg Planning Services’s SLR Senior Investment Corp. Common Stock SUNS Stock Holding History

Gary Goldberg Planning Services’s Portfolio SUNS Stock Details SUNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$7K Hold
500
– – ﹤0.01% 378
2014
Q3 		$8K Hold
500
– – ﹤0.01% 395
2014
Q2 		$8K Hold
500
– – ﹤0.01% 364
2014
Q1 		$9K Buy
+500
New +$9K ﹤0.01% 340

Other funds holding SUNS

WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WHI
William Harris Investors Chicago, Illinois $347M AUM 3.53% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DCM
Dialectic Capital Management Norwalk, Connecticut $155M AUM 59.34% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Gary Goldberg Planning Services's SUNS Position: Q4 2014 in Review

Gary Goldberg Planning Services held its SLR Senior Investment Corp. Common Stock (SUNS) position steady in Q4 2014 at 500 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Gary Goldberg Planning Services first reported a position in SUNS in Q1 2014 and has held it in 4 quarters since. The position peaked at $9K in Q1 2014. 39 funds tracked by Wall St. Rank hold SUNS as of Q4 2014.

  • Gary Goldberg Planning Services held 500 shares of SLR Senior Investment Corp. Common Stock worth $7K as of Q4 2014.
  • Gary Goldberg Planning Services left its SLR Senior Investment Corp. Common Stock share count unchanged in Q4 2014.
  • SLR Senior Investment Corp. Common Stock made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #378 holding.
  • Gary Goldberg Planning Services first reported a position in SLR Senior Investment Corp. Common Stock in Q1 2014 and has held it in 4 quarters since.
  • Gary Goldberg Planning Services's SLR Senior Investment Corp. Common Stock position peaked at $9K in Q1 2014.
  • 39 funds tracked by Wall St. Rank held SLR Senior Investment Corp. Common Stock as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.