RCA
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Rowland Carmichael Advisors’s Ares Capital ARCC Stock Holding History

Rowland Carmichael Advisors’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
2020
Q4 		$596K Buy
35,300
+15,500
+78% +$240K 0.19% 125
2020
Q3 		$276K Buy
+19,800
New +$282K 0.11% 206

Other funds holding ARCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return

Rowland Carmichael Advisors's ARCC Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its Ares Capital (ARCC) stake by 78% in Q4 2020, buying an estimated $240K and bringing the position to 35,300 shares worth $596K. The position accounts for 0.19% of the portfolio, ranked #125.

Rowland Carmichael Advisors first reported a position in ARCC in Q3 2020 and has held it in 2 quarters since. 526 funds tracked by Wall St. Rank hold ARCC as of Q4 2020.

  • Rowland Carmichael Advisors held 35,300 shares of Ares Capital worth $596K as of Q4 2020.
  • Rowland Carmichael Advisors bought 15,500 Ares Capital shares in Q4 2020, an estimated $240K.
  • Ares Capital made up 0.19% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #125 holding.
  • Rowland Carmichael Advisors first reported a position in Ares Capital in Q3 2020 and has held it in 2 quarters since.
  • 526 funds tracked by Wall St. Rank held Ares Capital as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.