SWP
SUNS

Stratos Wealth Partners’s SLR Senior Investment Corp. Common Stock SUNS Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-6,300
Closed -$105K – 2751
2018
Q3 		$105K Buy
+6,300
New +$106K ﹤0.01% 1105
2018
Q2 		– Sell
-7,500
Closed -$126K – 2835
2018
Q1 		$126K Buy
+7,500
New +$128K 0.01% 1076

Other funds holding SUNS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RA
Resource America New York $40M AUM 20.54% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Stratos Wealth Partners's SUNS Position: Q4 2018 in Review

Stratos Wealth Partners sold out of SLR Senior Investment Corp. Common Stock (SUNS) in Q4 2018, closing a stake of 6,300 shares — an estimated $105K sold.

Stratos Wealth Partners first reported a position in SUNS in Q1 2018 and held it in 2 quarters. The position peaked at $126K in Q1 2018. 41 funds tracked by Wall St. Rank hold SUNS as of Q4 2018.

  • Stratos Wealth Partners reported no remaining SLR Senior Investment Corp. Common Stock position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 6,300 SLR Senior Investment Corp. Common Stock shares in Q4 2018, an estimated $105K.
  • Stratos Wealth Partners first reported a position in SLR Senior Investment Corp. Common Stock in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's SLR Senior Investment Corp. Common Stock position peaked at $126K in Q1 2018.
  • 41 funds tracked by Wall St. Rank held SLR Senior Investment Corp. Common Stock as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.