SMH
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Sanders Morris Harris’s SLR Investment Corp SLRC Stock Holding History

Sanders Morris Harris’s Portfolio SLRC Stock Details SLRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-57
Closed -$1.17M – 152
2016
Q3 		$1.17M Sell
57
-56,589
-100% -$1.14M 0.36% 49
2016
Q2 		$1.08M Buy
56,646
+423
+0.8% +$7.69K 0.25% 90
2016
Q1 		$1K Buy
+56,223
New +$938K ﹤0.01% 324

Other funds holding SLRC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return

Sanders Morris Harris's SLRC Position: Q4 2016 in Review

Sanders Morris Harris sold out of SLR Investment Corp (SLRC) in Q4 2016, closing a stake of 57 shares — an estimated $1.17M sold.

Sanders Morris Harris first reported a position in SLRC in Q1 2016 and held it in 3 quarters. The position peaked at $1.17M in Q3 2016. 107 funds tracked by Wall St. Rank hold SLRC as of Q4 2016.

  • Sanders Morris Harris reported no remaining SLR Investment Corp position as of Q4 2016 after selling out during the quarter.
  • Sanders Morris Harris sold 57 SLR Investment Corp shares in Q4 2016, an estimated $1.17M.
  • Sanders Morris Harris first reported a position in SLR Investment Corp in Q1 2016 and held it in 3 quarters.
  • Sanders Morris Harris's SLR Investment Corp position peaked at $1.17M in Q3 2016.
  • 107 funds tracked by Wall St. Rank held SLR Investment Corp as of Q4 2016.

Based on Sanders Morris Harris's 13F filing for Q4 2016, filed 24 Jan 2017.