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Mid Atlantic Financial Management’s WhiteHorse Finance WHF Stock Holding History

Mid Atlantic Financial Management’s Portfolio WHF Stock Details WHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-15,184
Closed -$208K – 780
2019
Q4 		$208K Sell
15,184
-9,577
-39% -$134K 0.02% 635
2019
Q3 		$345K Buy
24,761
+1,350
+6% +$18.5K 0.04% 468
2019
Q2 		$322K Buy
23,411
+7,216
+45% +$103K 0.03% 499
2019
Q1 		$230K Buy
16,195
+1,907
+13% +$26.6K 0.03% 586
2018
Q4 		$182K Buy
+14,288
New +$189K 0.02% 605

Other funds holding WHF

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
RA
Resource America New York $40M AUM 20.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return

Mid Atlantic Financial Management's WHF Position: Q1 2020 in Review

Mid Atlantic Financial Management sold out of WhiteHorse Finance (WHF) in Q1 2020, closing a stake of 15,184 shares — an estimated $208K sold.

Mid Atlantic Financial Management first reported a position in WHF in Q4 2018 and held it in 5 quarters. The position peaked at $345K in Q3 2019. 52 funds tracked by Wall St. Rank hold WHF as of Q1 2020.

  • Mid Atlantic Financial Management reported no remaining WhiteHorse Finance position as of Q1 2020 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 15,184 WhiteHorse Finance shares in Q1 2020, an estimated $208K.
  • Mid Atlantic Financial Management first reported a position in WhiteHorse Finance in Q4 2018 and held it in 5 quarters.
  • Mid Atlantic Financial Management's WhiteHorse Finance position peaked at $345K in Q3 2019.
  • 52 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q1 2020.

Based on Mid Atlantic Financial Management's 13F filing for Q1 2020, filed 11 May 2020.