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McKinley Carter Wealth Services’s Ares Capital ARCC Stock Holding History

McKinley Carter Wealth Services’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
2018
Q4 		– Sell
-10,156
Closed -$175K – 148
2018
Q3 		$175K Buy
10,156
+65
+0.6% +$1.11K 0.05% 159
2018
Q2 		$166K Buy
10,091
+67
+0.7% +$1.1K 0.05% 157
2018
Q1 		$159K Buy
+10,024
New +$159K 0.05% 173

Other funds holding ARCC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

McKinley Carter Wealth Services's ARCC Position: Q4 2018 in Review

McKinley Carter Wealth Services sold out of Ares Capital (ARCC) in Q4 2018, closing a stake of 10,156 shares — an estimated $175K sold.

McKinley Carter Wealth Services first reported a position in ARCC in Q1 2018 and held it in 3 quarters. The position peaked at $175K in Q3 2018. 469 funds tracked by Wall St. Rank hold ARCC as of Q4 2018.

  • McKinley Carter Wealth Services reported no remaining Ares Capital position as of Q4 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 10,156 Ares Capital shares in Q4 2018, an estimated $175K.
  • McKinley Carter Wealth Services first reported a position in Ares Capital in Q1 2018 and held it in 3 quarters.
  • McKinley Carter Wealth Services's Ares Capital position peaked at $175K in Q3 2018.
  • 469 funds tracked by Wall St. Rank held Ares Capital as of Q4 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2018, filed 13 Feb 2019.