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KCM Investment Advisors’s Ares Capital ARCC Stock Holding History

KCM Investment Advisors’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-15,001
Closed -$246K – 518
2017
Q3 		$246K Sell
15,001
-203
-1% -$3.29K 0.02% 469
2017
Q2 		$249K Sell
15,204
-236
-2% -$3.98K 0.02% 478
2017
Q1 		$268K Buy
15,440
+4,956
+47% +$85.6K 0.02% 462
2016
Q4 		$173K Buy
10,484
+67
+0.6% +$1.05K 0.01% 522
2016
Q3 		$161K Buy
+10,417
New +$160K 0.01% 522

Other funds holding ARCC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

KCM Investment Advisors's ARCC Position: Q4 2017 in Review

KCM Investment Advisors sold out of Ares Capital (ARCC) in Q4 2017, closing a stake of 15,001 shares — an estimated $246K sold.

KCM Investment Advisors first reported a position in ARCC in Q3 2016 and held it in 5 quarters. The position peaked at $268K in Q1 2017. 443 funds tracked by Wall St. Rank hold ARCC as of Q4 2017.

  • KCM Investment Advisors reported no remaining Ares Capital position as of Q4 2017 after selling out during the quarter.
  • KCM Investment Advisors sold 15,001 Ares Capital shares in Q4 2017, an estimated $246K.
  • KCM Investment Advisors first reported a position in Ares Capital in Q3 2016 and held it in 5 quarters.
  • KCM Investment Advisors's Ares Capital position peaked at $268K in Q1 2017.
  • 443 funds tracked by Wall St. Rank held Ares Capital as of Q4 2017.

Based on KCM Investment Advisors's 13F filing for Q4 2017, filed 22 Feb 2018.