Private Capital Group’s Allied Capital Corporation AFC Stock Holding History

Private Capital Group’s Portfolio AFC Stock Details AFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-400	Closed	-$11K	–	2368
2019 Q3	$11K	Hold	400	–	–	﹤0.01%	1447
2019 Q2	$10K	Hold	400	–	–	﹤0.01%	1417
2019 Q1	$10K	Hold	400	–	–	﹤0.01%	1490
2018 Q4	$10K	Hold	400	–	–	﹤0.01%	1415
2018 Q3	$10K	Hold	400	–	–	﹤0.01%	1480
2018 Q2	$10K	Hold	400	–	–	﹤0.01%	1450
2018 Q1	$10K	Buy	400 +175	+78%	+$4.46K	﹤0.01%	1392
2017 Q4	$10	Buy	+225	New	+$5.79K	﹤0.01%	1389

Other funds holding AFC

LPWM

Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return

Private Capital Group's AFC Position: Q4 2019 in Review

Private Capital Group sold out of Allied Capital Corporation (AFC) in Q4 2019, closing a stake of 400 shares — an estimated $11K sold.

Private Capital Group first reported a position in AFC in Q4 2017 and held it in 8 quarters. The position peaked at $11K in Q3 2019. 1 fund tracked by Wall St. Rank holds AFC as of Q4 2019.

Private Capital Group reported no remaining Allied Capital Corporation position as of Q4 2019 after selling out during the quarter.
Private Capital Group sold 400 Allied Capital Corporation shares in Q4 2019, an estimated $11K.
Private Capital Group first reported a position in Allied Capital Corporation in Q4 2017 and held it in 8 quarters.
Private Capital Group's Allied Capital Corporation position peaked at $11K in Q3 2019.
1 fund tracked by Wall St. Rank held Allied Capital Corporation as of Q4 2019.

Based on Private Capital Group's 13F filing for Q4 2019, filed 14 Feb 2020.