KIA
AFC

KCM Investment Advisors’s Allied Capital Corporation AFC Stock Holding History

KCM Investment Advisors’s Portfolio AFC Stock Details AFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-9,045
Closed -$224K – 470
2018
Q4 		$224K Sell
9,045
-200
-2% -$5.06K 0.01% 455
2018
Q3 		$236K Hold
9,245
– – 0.01% 473
2018
Q2 		$235K Sell
9,245
-450
-5% -$11.5K 0.01% 476
2018
Q1 		$246K Sell
9,695
-103
-1% -$2.63K 0.01% 467
2017
Q4 		$250K Hold
9,798
– – 0.01% 468
2017
Q3 		$252K Hold
9,798
– – 0.02% 462
2017
Q2 		$252K Hold
9,798
– – 0.02% 473
2017
Q1 		$253K Sell
9,798
-200
-2% -$5.12K 0.02% 473
2016
Q4 		$252K Buy
9,998
+600
+6% +$15.3K 0.02% 479
2016
Q3 		$241K Sell
9,398
-200
-2% -$5.16K 0.02% 488
2016
Q2 		$245K Sell
9,598
-1,036
-10% -$26.6K 0.02% 474
2016
Q1 		$271K Sell
10,634
-475
-4% -$12.1K 0.02% 435
2015
Q4 		$283K Buy
11,109
+200
+2% +$5.12K 0.02% 423
2015
Q3 		$273K Sell
10,909
-650
-6% -$16.5K 0.02% 435
2015
Q2 		$289K Sell
11,559
-4,350
-27% -$111K 0.02% 441
2015
Q1 		$405K Sell
15,909
-1,200
-7% -$30.7K 0.03% 373
2014
Q4 		$428K Sell
17,109
-200
-1% -$5.05K 0.04% 360
2014
Q3 		$438K Buy
17,309
+853
+5% +$21.4K 0.04% 343
2014
Q2 		$415K Buy
16,456
+889
+6% +$22.1K 0.04% 349
2014
Q1 		$387K Sell
15,567
-2,550
-14% -$61.8K 0.04% 332
2013
Q4 		$413K Sell
18,117
-1,950
-10% -$45.9K 0.04% 312
2013
Q3 		$468K Sell
20,067
-450
-2% -$10.9K 0.06% 291
2013
Q2 		$513K Buy
+20,517
New +$517K 0.06% 274

Other funds holding AFC

LPWM
Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

KCM Investment Advisors's AFC Position: Q1 2019 in Review

KCM Investment Advisors sold out of Allied Capital Corporation (AFC) in Q1 2019, closing a stake of 9,045 shares — an estimated $224K sold.

KCM Investment Advisors first reported a position in AFC in Q2 2013 and held it in 23 quarters. The position peaked at $513K in Q2 2013. 2 funds tracked by Wall St. Rank hold AFC as of Q1 2019.

  • KCM Investment Advisors reported no remaining Allied Capital Corporation position as of Q1 2019 after selling out during the quarter.
  • KCM Investment Advisors sold 9,045 Allied Capital Corporation shares in Q1 2019, an estimated $224K.
  • KCM Investment Advisors first reported a position in Allied Capital Corporation in Q2 2013 and held it in 23 quarters.
  • KCM Investment Advisors's Allied Capital Corporation position peaked at $513K in Q2 2013.
  • 2 funds tracked by Wall St. Rank held Allied Capital Corporation as of Q1 2019.

Based on KCM Investment Advisors's 13F filing for Q1 2019, filed 16 May 2019.