Strategic Family Wealth Counselors’s Ares Capital ARCC Stock Holding History

Strategic Family Wealth Counselors’s Portfolio ARCC Stock Details ARCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-10,000	Closed	-$108K	–	78
2020 Q1	$108K	Hold	10,000	–	–	0.08%	70
2019 Q4	$187K	Hold	10,000	–	–	0.15%	65
2019 Q3	$186K	Hold	10,000	–	–	0.14%	60
2019 Q2	$179K	Hold	10,000	–	–	0.14%	60
2019 Q1	$171K	Hold	10,000	–	–	0.14%	64
2018 Q4	$156K	Buy	+10,000	New	+$165K	0.18%	59

Other funds holding ARCC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Family Wealth Counselors's ARCC Position: Q2 2020 in Review

Strategic Family Wealth Counselors sold out of Ares Capital (ARCC) in Q2 2020, closing a stake of 10,000 shares — an estimated $108K sold.

Strategic Family Wealth Counselors first reported a position in ARCC in Q4 2018 and held it in 6 quarters. The position peaked at $187K in Q4 2019. 488 funds tracked by Wall St. Rank hold ARCC as of Q2 2020.

Strategic Family Wealth Counselors reported no remaining Ares Capital position as of Q2 2020 after selling out during the quarter.
Strategic Family Wealth Counselors sold 10,000 Ares Capital shares in Q2 2020, an estimated $108K.
Strategic Family Wealth Counselors first reported a position in Ares Capital in Q4 2018 and held it in 6 quarters.
Strategic Family Wealth Counselors's Ares Capital position peaked at $187K in Q4 2019.
488 funds tracked by Wall St. Rank held Ares Capital as of Q2 2020.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2020, filed 13 Jul 2020.