IWM
ABDC

IHT Wealth Management’s Alcentra Capital Corp ABDC Stock Holding History

IHT Wealth Management’s Portfolio ABDC Stock Details ABDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,345
Closed -$12K – 1798
2017
Q4 		$12K Buy
+1,345
New +$12K ﹤0.01% 1153

Other funds holding ABDC

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
BCM
Buckhead Capital Management Atlanta, Georgia $265M AUM 11.84% 1-Year Est. Return

IHT Wealth Management's ABDC Position: Q1 2018 in Review

IHT Wealth Management sold out of Alcentra Capital Corp (ABDC) in Q1 2018, closing a stake of 1,345 shares — an estimated $12K sold.

IHT Wealth Management first reported a position in ABDC in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 35 funds tracked by Wall St. Rank hold ABDC as of Q1 2018.

  • IHT Wealth Management reported no remaining Alcentra Capital Corp position as of Q1 2018 after selling out during the quarter.
  • IHT Wealth Management sold 1,345 Alcentra Capital Corp shares in Q1 2018, an estimated $12K.
  • IHT Wealth Management first reported a position in Alcentra Capital Corp in Q4 2017 and held it in 1 quarter.
  • IHT Wealth Management's Alcentra Capital Corp position peaked at $12K in Q4 2017.
  • 35 funds tracked by Wall St. Rank held Alcentra Capital Corp as of Q1 2018.

Based on IHT Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.