SPIA
SUNS

Steward Partners Investment Advisory’s SLR Senior Investment Corp. Common Stock SUNS Stock Holding History

Steward Partners Investment Advisory’s Portfolio SUNS Stock Details SUNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-850
Closed -$12.5K – 7550
2021
Q1 		$12.5K Buy
+850
New +$12.8K ﹤0.01% 2685
2018
Q3 		– Sell
-8
Closed – – 2759
2018
Q2 		$0 Buy
+8
New +$135 ﹤0.01% 2585

Other funds holding SUNS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Steward Partners Investment Advisory's SUNS Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of SLR Senior Investment Corp. Common Stock (SUNS) in Q2 2021, closing a stake of 850 shares — an estimated $12.5K sold.

Steward Partners Investment Advisory first reported a position in SUNS in Q2 2018 and held it in 2 quarters. The position peaked at $12.5K in Q1 2021. 39 funds tracked by Wall St. Rank hold SUNS as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining SLR Senior Investment Corp. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 850 SLR Senior Investment Corp. Common Stock shares in Q2 2021, an estimated $12.5K.
  • Steward Partners Investment Advisory first reported a position in SLR Senior Investment Corp. Common Stock in Q2 2018 and held it in 2 quarters.
  • Steward Partners Investment Advisory's SLR Senior Investment Corp. Common Stock position peaked at $12.5K in Q1 2021.
  • 39 funds tracked by Wall St. Rank held SLR Senior Investment Corp. Common Stock as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.