Janney Montgomery Scott
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Janney Montgomery Scott’s WhiteHorse Finance WHF Stock Holding History

Janney Montgomery Scott’s Portfolio WHF Stock Details WHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-30,015
Closed -$403K – 2019
2017
Q4 		$403K Buy
30,015
+11,345
+61% +$161K ﹤0.01% 1429
2017
Q3 		$275K Sell
18,670
-1,345
-7% -$18.7K ﹤0.01% 1545
2017
Q2 		$268K Buy
20,015
+255
+1% +$3.62K ﹤0.01% 1493
2017
Q1 		$273K Buy
+19,760
New +$255K ﹤0.01% 1449

Other funds holding WHF

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RA
Resource America New York $40M AUM 20.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BCM
Buckhead Capital Management Atlanta, Georgia $265M AUM 11.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott's WHF Position: Q1 2018 in Review

Janney Montgomery Scott sold out of WhiteHorse Finance (WHF) in Q1 2018, closing a stake of 30,015 shares — an estimated $403K sold.

Janney Montgomery Scott first reported a position in WHF in Q1 2017 and held it in 4 quarters. The position peaked at $403K in Q4 2017. 30 funds tracked by Wall St. Rank hold WHF as of Q1 2018.

  • Janney Montgomery Scott reported no remaining WhiteHorse Finance position as of Q1 2018 after selling out during the quarter.
  • Janney Montgomery Scott sold 30,015 WhiteHorse Finance shares in Q1 2018, an estimated $403K.
  • Janney Montgomery Scott first reported a position in WhiteHorse Finance in Q1 2017 and held it in 4 quarters.
  • Janney Montgomery Scott's WhiteHorse Finance position peaked at $403K in Q4 2017.
  • 30 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q1 2018.

Based on Janney Montgomery Scott's 13F filing for Q1 2018, filed 19 Apr 2018.