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Lugano Financial Advisors SA (LFA)’s Ares Capital ARCC Stock Holding History

Lugano Financial Advisors SA (LFA)’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
Q2 		$4K Hold
220
– – ﹤0.01% 142
2019
Q1 		$3K Buy
+220
New +$3.69K ﹤0.01% 134

Other funds holding ARCC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
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
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s ARCC Position: Q2 2019 in Review

Lugano Financial Advisors SA (LFA) held its Ares Capital (ARCC) position steady in Q2 2019 at 220 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #142.

Lugano Financial Advisors SA (LFA) first reported a position in ARCC in Q1 2019 and has held it in 2 quarters since. 488 funds tracked by Wall St. Rank hold ARCC as of Q2 2019.

  • Lugano Financial Advisors SA (LFA) held 220 shares of Ares Capital worth $4K as of Q2 2019.
  • Lugano Financial Advisors SA (LFA) left its Ares Capital share count unchanged in Q2 2019.
  • Ares Capital made up ﹤0.01% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2019, its #142 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in Ares Capital in Q1 2019 and has held it in 2 quarters since.
  • 488 funds tracked by Wall St. Rank held Ares Capital as of Q2 2019.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2019, filed 2 Aug 2019.