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Oak Point Wealth Management’s Main Street Capital MAIN Stock Holding History

Oak Point Wealth Management’s Portfolio MAIN Stock Details MAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$7K Hold
200
– – 0.01% 162
2017
Q4 		$8K Buy
+200
New +$8.06K 0.01% 160

Other funds holding MAIN

BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Oak Point Wealth Management's MAIN Position: Q1 2018 in Review

Oak Point Wealth Management held its Main Street Capital (MAIN) position steady in Q1 2018 at 200 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #162.

Oak Point Wealth Management first reported a position in MAIN in Q4 2017 and has held it in 2 quarters since. The position peaked at $8K in Q4 2017. 206 funds tracked by Wall St. Rank hold MAIN as of Q1 2018.

  • Oak Point Wealth Management held 200 shares of Main Street Capital worth $7K as of Q1 2018.
  • Oak Point Wealth Management left its Main Street Capital share count unchanged in Q1 2018.
  • Main Street Capital made up 0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #162 holding.
  • Oak Point Wealth Management first reported a position in Main Street Capital in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's Main Street Capital position peaked at $8K in Q4 2017.
  • 206 funds tracked by Wall St. Rank held Main Street Capital as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.