IWM
MRCC

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

IHT 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
2018
Q1 		– Sell
-2,442
Closed -$35K – 1730
2017
Q4 		$35K Hold
2,442
– – 0.01% 802
2017
Q3 		$35K Hold
2,442
– – 0.01% 617
2017
Q2 		$72 Buy
+2,442
New +$38K 0.03% 417

Other funds holding MRCC

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William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

IHT Wealth Management sold out of Monroe Capital Corp (MRCC) in Q1 2018, closing a stake of 2,442 shares — an estimated $35K sold.

IHT Wealth Management first reported a position in MRCC in Q2 2017 and held it in 3 quarters. The position peaked at $35K in Q4 2017. 61 funds tracked by Wall St. Rank hold MRCC as of Q1 2018.

  • IHT Wealth Management reported no remaining Monroe Capital Corp position as of Q1 2018 after selling out during the quarter.
  • IHT Wealth Management sold 2,442 Monroe Capital Corp shares in Q1 2018, an estimated $35K.
  • IHT Wealth Management first reported a position in Monroe Capital Corp in Q2 2017 and held it in 3 quarters.
  • IHT Wealth Management's Monroe Capital Corp position peaked at $35K in Q4 2017.
  • 61 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q1 2018.

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