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Mountain Capital Investment Advisors’s Ares Capital ARCC Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q3 		– Sell
-1,000
Closed -$16K – 500
2017
Q2 		$16K Buy
+1,000
New +$16.8K 0.02% 243

Other funds holding ARCC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mountain Capital Investment Advisors's ARCC Position: Q3 2017 in Review

Mountain Capital Investment Advisors sold out of Ares Capital (ARCC) in Q3 2017, closing a stake of 1,000 shares — an estimated $16K sold.

Mountain Capital Investment Advisors first reported a position in ARCC in Q2 2017 and held it in 1 quarter. The position peaked at $16K in Q2 2017. 411 funds tracked by Wall St. Rank hold ARCC as of Q3 2017.

  • Mountain Capital Investment Advisors reported no remaining Ares Capital position as of Q3 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 1,000 Ares Capital shares in Q3 2017, an estimated $16K.
  • Mountain Capital Investment Advisors first reported a position in Ares Capital in Q2 2017 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's Ares Capital position peaked at $16K in Q2 2017.
  • 411 funds tracked by Wall St. Rank held Ares Capital as of Q3 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2017, filed 1 Nov 2017.