IA
MRCC

IFP Advisors’s Monroe Capital Corp MRCC Stock Holding History

IFP Advisors’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
2018
Q4 		– Sell
-1,120
Closed -$15K – 3739
2018
Q3 		$15K Hold
1,120
– – ﹤0.01% 2619
2018
Q2 		$15K Hold
1,120
– – ﹤0.01% 2648
2018
Q1 		$15K Hold
1,120
– – ﹤0.01% 2567
2017
Q4 		$15K Buy
1,120
+130
+13% +$1.86K ﹤0.01% 2604
2017
Q3 		$14K Buy
990
+197
+25% +$2.82K ﹤0.01% 2832
2017
Q2 		$12K Hold
793
– – ﹤0.01% 2906
2017
Q1 		$12K Hold
793
– – ﹤0.01% 2817
2016
Q4 		$12K Hold
793
– – ﹤0.01% 2794
2016
Q3 		$12K Hold
793
– – ﹤0.01% 2715
2016
Q2 		$12K Buy
+793
New +$11.1K ﹤0.01% 2657

Other funds holding MRCC

William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IFP Advisors's MRCC Position: Q4 2018 in Review

IFP Advisors sold out of Monroe Capital Corp (MRCC) in Q4 2018, closing a stake of 1,120 shares — an estimated $15K sold.

IFP Advisors first reported a position in MRCC in Q2 2016 and held it in 10 quarters. The position peaked at $15K in Q3 2018. 65 funds tracked by Wall St. Rank hold MRCC as of Q4 2018.

  • IFP Advisors reported no remaining Monroe Capital Corp position as of Q4 2018 after selling out during the quarter.
  • IFP Advisors sold 1,120 Monroe Capital Corp shares in Q4 2018, an estimated $15K.
  • IFP Advisors first reported a position in Monroe Capital Corp in Q2 2016 and held it in 10 quarters.
  • IFP Advisors's Monroe Capital Corp position peaked at $15K in Q3 2018.
  • 65 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.