PFGIA
SUNS

Patriot Financial Group Insurance Agency’s SLR Senior Investment Corp. Common Stock SUNS Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SUNS Stock Details SUNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-4
Closed – – 2047
2020
Q3 		$0 Hold
4
– – ﹤0.01% 1912
2020
Q2 		$0 Hold
4
– – ﹤0.01% 1898
2020
Q1 		$0 Hold
4
– – ﹤0.01% 1800
2019
Q4 		$0 Buy
+4
New +$71 ﹤0.01% 1491

Other funds holding SUNS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of SLR Senior Investment Corp. Common Stock (SUNS) in Q4 2020, closing a stake of 4 shares.

Patriot Financial Group Insurance Agency first reported a position in SUNS in Q4 2019 and held it in 4 quarters. The position peaked at $0 in Q3 2020. 44 funds tracked by Wall St. Rank hold SUNS as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining SLR Senior Investment Corp. Common Stock position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4 SLR Senior Investment Corp. Common Stock shares in Q4 2020.
  • Patriot Financial Group Insurance Agency first reported a position in SLR Senior Investment Corp. Common Stock in Q4 2019 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's SLR Senior Investment Corp. Common Stock position peaked at $0 in Q3 2020.
  • 44 funds tracked by Wall St. Rank held SLR Senior Investment Corp. Common Stock as of Q4 2020.

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