GWM
MRCC

Gupta Wealth Management’s Monroe Capital Corp MRCC Stock Holding History

Gupta Wealth Management’s Portfolio MRCC Stock Details MRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-68
Closed -$1K – 1226
2015
Q4 		$1K Buy
68
+1
+1% +$14 ﹤0.01% 1194
2015
Q3 		$1K Hold
67
– – ﹤0.01% 1208
2015
Q2 		$1K Buy
+67
New +$989 ﹤0.01% 1205

Other funds holding MRCC

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Gupta Wealth Management's MRCC Position: Q1 2016 in Review

Gupta Wealth Management sold out of Monroe Capital Corp (MRCC) in Q1 2016, closing a stake of 68 shares — an estimated $1K sold.

Gupta Wealth Management first reported a position in MRCC in Q2 2015 and held it in 3 quarters. The position peaked at $1K in Q4 2015. 40 funds tracked by Wall St. Rank hold MRCC as of Q1 2016.

  • Gupta Wealth Management reported no remaining Monroe Capital Corp position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 68 Monroe Capital Corp shares in Q1 2016, an estimated $1K.
  • Gupta Wealth Management first reported a position in Monroe Capital Corp in Q2 2015 and held it in 3 quarters.
  • Gupta Wealth Management's Monroe Capital Corp position peaked at $1K in Q4 2015.
  • 40 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.