GWS
SUNS

Glassman Wealth Services’s SLR Senior Investment Corp. Common Stock SUNS Stock Holding History

Glassman Wealth 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
2019
Q2 		– Sell
-9,750
Closed -$167K – 1477
2019
Q1 		$167K Buy
+9,750
New +$162K 0.07% 115

Other funds holding SUNS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
RA
Resource America New York $40M AUM 20.54% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Glassman Wealth Services's SUNS Position: Q2 2019 in Review

Glassman Wealth Services sold out of SLR Senior Investment Corp. Common Stock (SUNS) in Q2 2019, closing a stake of 9,750 shares — an estimated $167K sold.

Glassman Wealth Services first reported a position in SUNS in Q1 2019 and held it in 1 quarter. The position peaked at $167K in Q1 2019. 39 funds tracked by Wall St. Rank hold SUNS as of Q2 2019.

  • Glassman Wealth Services reported no remaining SLR Senior Investment Corp. Common Stock position as of Q2 2019 after selling out during the quarter.
  • Glassman Wealth Services sold 9,750 SLR Senior Investment Corp. Common Stock shares in Q2 2019, an estimated $167K.
  • Glassman Wealth Services first reported a position in SLR Senior Investment Corp. Common Stock in Q1 2019 and held it in 1 quarter.
  • Glassman Wealth Services's SLR Senior Investment Corp. Common Stock position peaked at $167K in Q1 2019.
  • 39 funds tracked by Wall St. Rank held SLR Senior Investment Corp. Common Stock as of Q2 2019.

Based on Glassman Wealth Services's 13F filing for Q2 2019, filed 8 Aug 2019.