Proficio Capital Partners’s Ares Capital ARCC Stock Holding History

Proficio Capital Partners’s Portfolio ARCC Stock Details ARCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,990	Closed	-$31.5K	–	1279
2017 Q4	$31K	Hold	1,990	–	–	0.01%	463
2017 Q3	$33K	Hold	1,990	–	–	0.01%	471
2017 Q2	$33K	Hold	1,990	–	–	0.01%	477
2017 Q1	$34K	Hold	1,990	–	–	0.01%	477
2016 Q4	$33K	Hold	1,990	–	–	0.01%	339
2016 Q3	$31K	Hold	1,990	–	–	0.02%	353
2016 Q2	$30K	Buy	1,990 +189	+10%	+$2.81K	0.02%	357
2016 Q1	$27K	Buy	+1,801	New	+$24.8K	0.02%	296

Other funds holding ARCC

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return