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Patriot Financial Group Insurance Agency’s SLR Investment Corp SLRC Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SLRC Stock Details SLRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-23
Closed – – 1985
2020
Q3 		$0 Hold
23
– – ﹤0.01% 1830
2020
Q2 		$0 Hold
23
– – ﹤0.01% 1823
2020
Q1 		$0 Hold
23
– – ﹤0.01% 1720
2019
Q4 		$0 Buy
23
+18
+360% +$370 ﹤0.01% 1435
2019
Q3 		$0 Buy
+5
New +$103 ﹤0.01% 1449

Other funds holding SLRC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SLRC Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of SLR Investment Corp (SLRC) in Q4 2020, closing a stake of 23 shares.

Patriot Financial Group Insurance Agency first reported a position in SLRC in Q3 2019 and held it in 5 quarters. The position peaked at $0 in Q3 2020. 115 funds tracked by Wall St. Rank hold SLRC as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining SLR Investment Corp position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 23 SLR Investment Corp shares in Q4 2020.
  • Patriot Financial Group Insurance Agency first reported a position in SLR Investment Corp in Q3 2019 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's SLR Investment Corp position peaked at $0 in Q3 2020.
  • 115 funds tracked by Wall St. Rank held SLR Investment Corp as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.