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MBE Wealth Management’s Ares Capital ARCC Stock Holding History

MBE Wealth Management’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
Q2 		– Sell
-302
Closed -$3K – 75
2020
Q1 		$3K Buy
+302
New +$5.09K ﹤0.01% 415

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MBE Wealth Management's ARCC Position: Q2 2020 in Review

MBE Wealth Management sold out of Ares Capital (ARCC) in Q2 2020, closing a stake of 302 shares — an estimated $3K sold.

MBE Wealth Management first reported a position in ARCC in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 488 funds tracked by Wall St. Rank hold ARCC as of Q2 2020.

  • MBE Wealth Management reported no remaining Ares Capital position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 302 Ares Capital shares in Q2 2020, an estimated $3K.
  • MBE Wealth Management first reported a position in Ares Capital in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Ares Capital position peaked at $3K in Q1 2020.
  • 488 funds tracked by Wall St. Rank held Ares Capital as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.