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Perigon Wealth Management’s SLR Investment Corp SLRC Stock Holding History

Perigon Wealth Management’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
2016
Q4 		– Sell
-500
Closed -$10K – 753
2016
Q3 		$10K Buy
+500
New +$10.1K ﹤0.01% 480

Other funds holding SLRC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return

Perigon Wealth Management's SLRC Position: Q4 2016 in Review

Perigon Wealth Management sold out of SLR Investment Corp (SLRC) in Q4 2016, closing a stake of 500 shares — an estimated $10K sold.

Perigon Wealth Management first reported a position in SLRC in Q3 2016 and held it in 1 quarter. The position peaked at $10K in Q3 2016. 107 funds tracked by Wall St. Rank hold SLRC as of Q4 2016.

  • Perigon Wealth Management reported no remaining SLR Investment Corp position as of Q4 2016 after selling out during the quarter.
  • Perigon Wealth Management sold 500 SLR Investment Corp shares in Q4 2016, an estimated $10K.
  • Perigon Wealth Management first reported a position in SLR Investment Corp in Q3 2016 and held it in 1 quarter.
  • Perigon Wealth Management's SLR Investment Corp position peaked at $10K in Q3 2016.
  • 107 funds tracked by Wall St. Rank held SLR Investment Corp as of Q4 2016.

Based on Perigon Wealth Management's 13F filing for Q4 2016, filed 7 Mar 2017.