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TCI Wealth Advisors’s SLR Investment Corp SLRC Stock Holding History

TCI Wealth Advisors’s Portfolio SLRC Stock Details SLRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-25
Closed – – 2225
2020
Q4 		$0 Hold
25
– – ﹤0.01% 1658
2020
Q3 		$0 Hold
25
– – ﹤0.01% 1655
2020
Q2 		$0 Hold
25
– – ﹤0.01% 1647
2020
Q1 		$0 Hold
25
– – ﹤0.01% 1733
2019
Q4 		$1K Hold
25
– – ﹤0.01% 1427
2019
Q3 		$1K Hold
25
– – ﹤0.01% 1377
2019
Q2 		$1K Hold
25
– – ﹤0.01% 1295
2019
Q1 		$1K Hold
25
– – ﹤0.01% 1300
2018
Q4 		$0 Hold
25
– – ﹤0.01% 1631
2018
Q3 		$1K Hold
25
– – ﹤0.01% 1320
2018
Q2 		$1K Hold
25
– – ﹤0.01% 1372
2018
Q1 		$1K Buy
+25
New +$514 ﹤0.01% 1217

Other funds holding SLRC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCI Wealth Advisors's SLRC Position: Q1 2021 in Review

TCI Wealth Advisors sold out of SLR Investment Corp (SLRC) in Q1 2021, closing a stake of 25 shares.

TCI Wealth Advisors first reported a position in SLRC in Q1 2018 and held it in 12 quarters. The position peaked at $1K in Q4 2019. 109 funds tracked by Wall St. Rank hold SLRC as of Q1 2021.

  • TCI Wealth Advisors reported no remaining SLR Investment Corp position as of Q1 2021 after selling out during the quarter.
  • TCI Wealth Advisors sold 25 SLR Investment Corp shares in Q1 2021.
  • TCI Wealth Advisors first reported a position in SLR Investment Corp in Q1 2018 and held it in 12 quarters.
  • TCI Wealth Advisors's SLR Investment Corp position peaked at $1K in Q4 2019.
  • 109 funds tracked by Wall St. Rank held SLR Investment Corp as of Q1 2021.

Based on TCI Wealth Advisors's 13F filing for Q1 2021, filed 29 Apr 2021.