IFP Advisors’s Allied Capital Corporation AFC Stock Holding History

IFP Advisors’s Portfolio AFC Stock Details AFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-410	Closed	-$10K	–	4570
2015 Q4	$10K	Buy	+410	New	+$10.5K	﹤0.01%	2614

Other funds holding AFC

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

IFP Advisors's AFC Position: Q1 2016 in Review

IFP Advisors sold out of Allied Capital Corporation (AFC) in Q1 2016, closing a stake of 410 shares — an estimated $10K sold.

IFP Advisors first reported a position in AFC in Q4 2015 and held it in 1 quarter. The position peaked at $10K in Q4 2015. 2 funds tracked by Wall St. Rank hold AFC as of Q1 2016.

IFP Advisors reported no remaining Allied Capital Corporation position as of Q1 2016 after selling out during the quarter.
IFP Advisors sold 410 Allied Capital Corporation shares in Q1 2016, an estimated $10K.
IFP Advisors first reported a position in Allied Capital Corporation in Q4 2015 and held it in 1 quarter.
IFP Advisors's Allied Capital Corporation position peaked at $10K in Q4 2015.
2 funds tracked by Wall St. Rank held Allied Capital Corporation as of Q1 2016.

Based on IFP Advisors's 13F filing for Q1 2016, filed 2 May 2016.