IWM
SUNS

IHT Wealth Management’s SLR Senior Investment Corp. Common Stock SUNS Stock Holding History

IHT Wealth Management’s Portfolio SUNS Stock Details SUNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,540
Closed -$43K – 1487
2018
Q1 		$43K Buy
2,540
+500
+25% +$8.55K 0.01% 729
2017
Q4 		$36K Hold
2,040
– – 0.01% 796
2017
Q3 		$36K Hold
2,040
– – 0.02% 612
2017
Q2 		$2 Buy
2,040
+1,040
+104% +$18.2K ﹤0.01% 1262
2017
Q1 		$18K Hold
1,000
– – 0.01% 692
2016
Q4 		$17K Buy
+1,000
New +$16.2K 0.01% 690

Other funds holding SUNS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
RA
Resource America New York $40M AUM 20.54% 1-Year Est. Return

IHT Wealth Management's SUNS Position: Q2 2018 in Review

IHT Wealth Management sold out of SLR Senior Investment Corp. Common Stock (SUNS) in Q2 2018, closing a stake of 2,540 shares — an estimated $43K sold.

IHT Wealth Management first reported a position in SUNS in Q4 2016 and held it in 6 quarters. The position peaked at $43K in Q1 2018. 45 funds tracked by Wall St. Rank hold SUNS as of Q2 2018.

  • IHT Wealth Management reported no remaining SLR Senior Investment Corp. Common Stock position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 2,540 SLR Senior Investment Corp. Common Stock shares in Q2 2018, an estimated $43K.
  • IHT Wealth Management first reported a position in SLR Senior Investment Corp. Common Stock in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's SLR Senior Investment Corp. Common Stock position peaked at $43K in Q1 2018.
  • 45 funds tracked by Wall St. Rank held SLR Senior Investment Corp. Common Stock as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.