TI
MRCC

tru Independence’s Monroe Capital Corp MRCC Stock Holding History

tru Independence’s Portfolio MRCC Stock Details MRCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-4,000
Closed -$28 – 647
2020
Q2 		$28 Hold
4,000
– – ﹤0.01% 459
2020
Q1 		$28 Hold
4,000
– – ﹤0.01% 352
2019
Q4 		$28K Buy
+4,000
New +$43.9K ﹤0.01% 441

Other funds holding MRCC

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William Blair & Company
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

tru Independence's MRCC Position: Q3 2020 in Review

tru Independence sold out of Monroe Capital Corp (MRCC) in Q3 2020, closing a stake of 4,000 shares — an estimated $28 sold.

tru Independence first reported a position in MRCC in Q4 2019 and held it in 3 quarters. The position peaked at $28K in Q4 2019. 66 funds tracked by Wall St. Rank hold MRCC as of Q3 2020.

  • tru Independence reported no remaining Monroe Capital Corp position as of Q3 2020 after selling out during the quarter.
  • tru Independence sold 4,000 Monroe Capital Corp shares in Q3 2020, an estimated $28.
  • tru Independence first reported a position in Monroe Capital Corp in Q4 2019 and held it in 3 quarters.
  • tru Independence's Monroe Capital Corp position peaked at $28K in Q4 2019.
  • 66 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q3 2020.

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