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Lucus Advisors’s SLR Investment Corp SLRC Stock Holding History

Lucus Advisors’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
2017
Q4 		– Sell
-16,087
Closed -$348K – 243
2017
Q3 		$348K Sell
16,087
-306
-2% -$6.59K 0.49% 96
2017
Q2 		$359K Buy
+16,393
New +$361K 0.48% 79
2015
Q2 		– Sell
-26,169
Closed -$530K – 381
2015
Q1 		$530K Buy
26,169
+190
+0.7% +$3.69K 0.27% 95
2014
Q4 		$468K Buy
+25,979
New +$478K 0.21% 163

Other funds holding SLRC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Lucus Advisors's SLRC Position: Q4 2017 in Review

Lucus Advisors sold out of SLR Investment Corp (SLRC) in Q4 2017, closing a stake of 16,087 shares — an estimated $348K sold.

Lucus Advisors first reported a position in SLRC in Q4 2014 and held it in 4 quarters. The position peaked at $530K in Q1 2015. 110 funds tracked by Wall St. Rank hold SLRC as of Q4 2017.

  • Lucus Advisors reported no remaining SLR Investment Corp position as of Q4 2017 after selling out during the quarter.
  • Lucus Advisors sold 16,087 SLR Investment Corp shares in Q4 2017, an estimated $348K.
  • Lucus Advisors first reported a position in SLR Investment Corp in Q4 2014 and held it in 4 quarters.
  • Lucus Advisors's SLR Investment Corp position peaked at $530K in Q1 2015.
  • 110 funds tracked by Wall St. Rank held SLR Investment Corp as of Q4 2017.

Based on Lucus Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.