tru Independence’s Ares Capital ARCC Stock Holding History

tru Independence’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 Q3	–	Sell	-164	Closed	-$2	–	349
2020 Q2	$2	Buy	+164	New	+$2.21K	﹤0.01%	782

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

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

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

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

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

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

CIM

CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return

tru Independence's ARCC Position: Q3 2020 in Review

tru Independence sold out of Ares Capital (ARCC) in Q3 2020, closing a stake of 164 shares — an estimated $2 sold.

tru Independence first reported a position in ARCC in Q2 2020 and held it in 1 quarter. The position peaked at $2 in Q2 2020. 488 funds tracked by Wall St. Rank hold ARCC as of Q3 2020.

tru Independence reported no remaining Ares Capital position as of Q3 2020 after selling out during the quarter.
tru Independence sold 164 Ares Capital shares in Q3 2020, an estimated $2.
tru Independence first reported a position in Ares Capital in Q2 2020 and held it in 1 quarter.
tru Independence's Ares Capital position peaked at $2 in Q2 2020.
488 funds tracked by Wall St. Rank held Ares Capital as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.