HWM
ARCC icon

Howard Wealth Management’s Ares Capital ARCC Stock Holding History

Howard Wealth Management’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-500
Closed -$9K – 123
2019
Q4 		$9K Buy
+500
New +$9.28K 0.01% 335

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Howard Wealth Management's ARCC Position: Q1 2020 in Review

Howard Wealth Management sold out of Ares Capital (ARCC) in Q1 2020, closing a stake of 500 shares — an estimated $9K sold.

Howard Wealth Management first reported a position in ARCC in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 510 funds tracked by Wall St. Rank hold ARCC as of Q1 2020.

  • Howard Wealth Management reported no remaining Ares Capital position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 500 Ares Capital shares in Q1 2020, an estimated $9K.
  • Howard Wealth Management first reported a position in Ares Capital in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's Ares Capital position peaked at $9K in Q4 2019.
  • 510 funds tracked by Wall St. Rank held Ares Capital as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.