SPC
MRCC

Sigma Planning Corp’s Monroe Capital Corp MRCC Stock Holding History

Sigma Planning Corp’s Portfolio MRCC Stock Details MRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-13,751
Closed -$209K – 865
2017
Q2 		$209K Sell
13,751
-932
-6% -$14.5K 0.02% 692
2017
Q1 		$231K Buy
+14,683
New +$229K 0.02% 651

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UBS Group
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AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Sigma Planning Corp's MRCC Position: Q3 2017 in Review

Sigma Planning Corp sold out of Monroe Capital Corp (MRCC) in Q3 2017, closing a stake of 13,751 shares — an estimated $209K sold.

Sigma Planning Corp first reported a position in MRCC in Q1 2017 and held it in 2 quarters. The position peaked at $231K in Q1 2017. 66 funds tracked by Wall St. Rank hold MRCC as of Q3 2017.

  • Sigma Planning Corp reported no remaining Monroe Capital Corp position as of Q3 2017 after selling out during the quarter.
  • Sigma Planning Corp sold 13,751 Monroe Capital Corp shares in Q3 2017, an estimated $209K.
  • Sigma Planning Corp first reported a position in Monroe Capital Corp in Q1 2017 and held it in 2 quarters.
  • Sigma Planning Corp's Monroe Capital Corp position peaked at $231K in Q1 2017.
  • 66 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q3 2017.

Based on Sigma Planning Corp's 13F filing for Q3 2017, filed 6 Nov 2017.