Lighthouse Financial Advisors’s Ares Capital ARCC Stock Holding History

Lighthouse Financial 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
2021 Q1	$2.11M	Buy	112,936 +21,174	+23%	+$381K	0.64%	54
2020 Q4	$1.55M	Buy	91,762 +6,492	+8%	+$101K	0.53%	58
2020 Q3	$1.19M	Buy	85,270 +11,455	+16%	+$163K	0.45%	55
2020 Q2	$1.07M	Buy	73,815 +26,933	+57%	+$363K	0.45%	57
2020 Q1	$505K	Buy	46,882 +1,847	+4%	+$31.2K	0.31%	59
2019 Q4	$839K	Buy	+45,035	New	+$836K	0.39%	55

Other funds holding ARCC

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIM

CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lighthouse Financial Advisors's ARCC Position: Q1 2021 in Review

Lighthouse Financial Advisors increased its Ares Capital (ARCC) stake by 23% in Q1 2021, buying an estimated $381K and bringing the position to 112,936 shares worth $2.11M. The position accounts for 0.64% of the portfolio, ranked #54.

Lighthouse Financial Advisors first reported a position in ARCC in Q4 2019 and has held it in 6 quarters since. 537 funds tracked by Wall St. Rank hold ARCC as of Q1 2021.

Lighthouse Financial Advisors held 112,936 shares of Ares Capital worth $2.11M as of Q1 2021.
Lighthouse Financial Advisors bought 21,174 Ares Capital shares in Q1 2021, an estimated $381K.
Ares Capital made up 0.64% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #54 holding.
Lighthouse Financial Advisors first reported a position in Ares Capital in Q4 2019 and has held it in 6 quarters since.
537 funds tracked by Wall St. Rank held Ares Capital as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.