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Squar Milner Financial Services’s Main Street Capital MAIN Stock Holding History

Squar Milner Financial Services’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
2019
Q3 		– Sell
-240
Closed -$10K – 508
2019
Q2 		$10K Hold
240
– – 0.01% 520
2019
Q1 		$8K Hold
240
– – 0.01% 573
2018
Q4 		$8K Hold
240
– – 0.01% 508
2018
Q3 		$9K Hold
240
– – 0.01% 522
2018
Q2 		$9K Buy
+240
New +$9.13K 0.01% 614

Other funds holding MAIN

BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Squar Milner Financial Services's MAIN Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Main Street Capital (MAIN) in Q3 2019, closing a stake of 240 shares — an estimated $10K sold.

Squar Milner Financial Services first reported a position in MAIN in Q2 2018 and held it in 5 quarters. The position peaked at $10K in Q2 2019. 230 funds tracked by Wall St. Rank hold MAIN as of Q3 2019.

  • Squar Milner Financial Services reported no remaining Main Street Capital position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 240 Main Street Capital shares in Q3 2019, an estimated $10K.
  • Squar Milner Financial Services first reported a position in Main Street Capital in Q2 2018 and held it in 5 quarters.
  • Squar Milner Financial Services's Main Street Capital position peaked at $10K in Q2 2019.
  • 230 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.