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Sterling Investment Advisors (Pennsylvania)’s Main Street Capital MAIN Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2021
Q2 		– Sell
-526
Closed -$21K – 553
2021
Q1 		$21K Hold
526
– – 0.01% 332
2020
Q4 		$17K Buy
526
+10
+2% +$307 0.01% 322
2020
Q3 		$15K Buy
516
+10
+2% +$306 0.01% 319
2020
Q2 		$15K Buy
+506
New +$14.3K 0.01% 320

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 $865B AUM 30.76% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s MAIN Position: Q2 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Main Street Capital (MAIN) in Q2 2021, closing a stake of 526 shares — an estimated $21K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in MAIN in Q2 2020 and held it in 4 quarters. The position peaked at $21K in Q1 2021. 228 funds tracked by Wall St. Rank hold MAIN as of Q2 2021.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Main Street Capital position as of Q2 2021 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 526 Main Street Capital shares in Q2 2021, an estimated $21K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Main Street Capital in Q2 2020 and held it in 4 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Main Street Capital position peaked at $21K in Q1 2021.
  • 228 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2021, filed 29 Jul 2021.