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Kore Private Wealth’s SLR Investment Corp SLRC Stock Holding History

Kore Private Wealth’s Portfolio SLRC Stock Details SLRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,140
Closed -$18K – 947
2020
Q2 		$18K Hold
1,140
– – ﹤0.01% 671
2020
Q1 		$13K Hold
1,140
– – ﹤0.01% 658
2019
Q4 		$24K Buy
+1,140
New +$23.4K ﹤0.01% 606
2019
Q2 		– Sell
-1,140
Closed -$24K – 692
2019
Q1 		$24K Hold
1,140
– – 0.01% 489
2018
Q4 		$22K Buy
+1,140
New +$23.5K 0.01% 483

Other funds holding SLRC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
RA
Resource America New York $40M AUM 20.54% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Kore Private Wealth's SLRC Position: Q3 2020 in Review

Kore Private Wealth sold out of SLR Investment Corp (SLRC) in Q3 2020, closing a stake of 1,140 shares — an estimated $18K sold.

Kore Private Wealth first reported a position in SLRC in Q4 2018 and held it in 5 quarters. The position peaked at $24K in Q4 2019. 110 funds tracked by Wall St. Rank hold SLRC as of Q3 2020.

  • Kore Private Wealth reported no remaining SLR Investment Corp position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 1,140 SLR Investment Corp shares in Q3 2020, an estimated $18K.
  • Kore Private Wealth first reported a position in SLR Investment Corp in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's SLR Investment Corp position peaked at $24K in Q4 2019.
  • 110 funds tracked by Wall St. Rank held SLR Investment Corp as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.