RFA
AFC

Reilly Financial Advisors’s Allied Capital Corporation AFC Stock Holding History

Reilly Financial Advisors’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
2015
Q3 		– Sell
-117
Closed -$3K – 1511
2015
Q2 		$3K Buy
+117
New +$2.97K ﹤0.01% 1204

Other funds holding AFC

KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
EWM
Endurance Wealth Management Providence, Rhode Island $731M AUM 18.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Reilly Financial Advisors's AFC Position: Q3 2015 in Review

Reilly Financial Advisors sold out of Allied Capital Corporation (AFC) in Q3 2015, closing a stake of 117 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in AFC in Q2 2015 and held it in 1 quarter. The position peaked at $3K in Q2 2015. 4 funds tracked by Wall St. Rank hold AFC as of Q3 2015.

  • Reilly Financial Advisors reported no remaining Allied Capital Corporation position as of Q3 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 117 Allied Capital Corporation shares in Q3 2015, an estimated $3K.
  • Reilly Financial Advisors first reported a position in Allied Capital Corporation in Q2 2015 and held it in 1 quarter.
  • Reilly Financial Advisors's Allied Capital Corporation position peaked at $3K in Q2 2015.
  • 4 funds tracked by Wall St. Rank held Allied Capital Corporation as of Q3 2015.

Based on Reilly Financial Advisors's 13F filing for Q3 2015, filed 21 Oct 2015.