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Reilly Financial Advisors’s Main Street Capital MAIN Stock Holding History

Reilly Financial Advisors’s Portfolio MAIN Stock Details MAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$0 Buy
+3
New +$132 ﹤0.01% 1168
2021
Q2 		– Sell
-180
Closed -$7K – 1049
2021
Q1 		$7K Hold
180
– – ﹤0.01% 757
2020
Q4 		$6K Hold
180
– – ﹤0.01% 690
2020
Q3 		$5K Buy
+180
New +$5.51K ﹤0.01% 668
2015
Q1 		– Sell
-226
Closed -$7K – 1340
2014
Q4 		$7K Buy
226
+6
+3% +$185 ﹤0.01% 574
2014
Q3 		$7K Buy
220
+3
+1% +$96 ﹤0.01% 585
2014
Q2 		$7K Buy
217
+4
+2% +$126 ﹤0.01% 617
2014
Q1 		$7K Hold
213
– – ﹤0.01% 620
2013
Q4 		$7K Buy
+213
New +$6.64K ﹤0.01% 600

Other funds holding MAIN

BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $554M AUM 27.99% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return