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Legacy Wealth Partners (California)’s Ares Capital ARCC Stock Holding History

Legacy Wealth Partners (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
2020
Q3 		– Sell
-16,493
Closed -$238K – 89
2020
Q2 		$238K Sell
16,493
-3,121
-16% -$42.1K 0.18% 88
2020
Q1 		$211K Buy
19,614
+1,342
+7% +$22.6K 0.2% 78
2019
Q4 		$348K Buy
+18,272
New +$339K 0.25% 76

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OAC
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CIM
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return

Legacy Wealth Partners (California)'s ARCC Position: Q3 2020 in Review

Legacy Wealth Partners (California) sold out of Ares Capital (ARCC) in Q3 2020, closing a stake of 16,493 shares — an estimated $238K sold.

Legacy Wealth Partners (California) first reported a position in ARCC in Q4 2019 and held it in 3 quarters. The position peaked at $348K in Q4 2019. 488 funds tracked by Wall St. Rank hold ARCC as of Q3 2020.

  • Legacy Wealth Partners (California) reported no remaining Ares Capital position as of Q3 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 16,493 Ares Capital shares in Q3 2020, an estimated $238K.
  • Legacy Wealth Partners (California) first reported a position in Ares Capital in Q4 2019 and held it in 3 quarters.
  • Legacy Wealth Partners (California)'s Ares Capital position peaked at $348K in Q4 2019.
  • 488 funds tracked by Wall St. Rank held Ares Capital as of Q3 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q3 2020, filed 12 Nov 2020.