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Laurel Wealth Advisors (California)’s Ares Capital ARCC Stock Holding History

Laurel Wealth Advisors (California)’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
2019
Q4 		– Sell
-13,184
Closed -$245K – 444
2019
Q3 		$245K Buy
+13,184
New +$245K 0.04% 391

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D.E. Shaw & Co
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CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Laurel Wealth Advisors (California)'s ARCC Position: Q4 2019 in Review

Laurel Wealth Advisors (California) sold out of Ares Capital (ARCC) in Q4 2019, closing a stake of 13,184 shares — an estimated $245K sold.

Laurel Wealth Advisors (California) first reported a position in ARCC in Q3 2019 and held it in 1 quarter. The position peaked at $245K in Q3 2019. 517 funds tracked by Wall St. Rank hold ARCC as of Q4 2019.

  • Laurel Wealth Advisors (California) reported no remaining Ares Capital position as of Q4 2019 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 13,184 Ares Capital shares in Q4 2019, an estimated $245K.
  • Laurel Wealth Advisors (California) first reported a position in Ares Capital in Q3 2019 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s Ares Capital position peaked at $245K in Q3 2019.
  • 517 funds tracked by Wall St. Rank held Ares Capital as of Q4 2019.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2019, filed 13 Feb 2020.