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Sequoia Financial Advisors’s SLR Investment Corp SLRC Stock Holding History

Sequoia Financial Advisors’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
2017
Q2 		– Sell
-13,911
Closed -$315K – 294
2017
Q1 		$315K Sell
13,911
-2,019
-13% -$44K 0.04% 192
2016
Q4 		$332K Buy
15,930
+4,576
+40% +$93.6K 0.05% 180
2016
Q3 		$233K Sell
11,354
-1,772
-13% -$35.6K 0.04% 202
2016
Q2 		$250K Buy
+13,126
New +$239K 0.07% 194

Other funds holding SLRC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return

Sequoia Financial Advisors's SLRC Position: Q2 2017 in Review

Sequoia Financial Advisors sold out of SLR Investment Corp (SLRC) in Q2 2017, closing a stake of 13,911 shares — an estimated $315K sold.

Sequoia Financial Advisors first reported a position in SLRC in Q2 2016 and held it in 4 quarters. The position peaked at $332K in Q4 2016. 111 funds tracked by Wall St. Rank hold SLRC as of Q2 2017.

  • Sequoia Financial Advisors reported no remaining SLR Investment Corp position as of Q2 2017 after selling out during the quarter.
  • Sequoia Financial Advisors sold 13,911 SLR Investment Corp shares in Q2 2017, an estimated $315K.
  • Sequoia Financial Advisors first reported a position in SLR Investment Corp in Q2 2016 and held it in 4 quarters.
  • Sequoia Financial Advisors's SLR Investment Corp position peaked at $332K in Q4 2016.
  • 111 funds tracked by Wall St. Rank held SLR Investment Corp as of Q2 2017.

Based on Sequoia Financial Advisors's 13F filing for Q2 2017, filed 9 Aug 2017.