UCFA
MRCC

United Capital Financial Advisors’s Monroe Capital Corp MRCC Stock Holding History

United Capital Financial Advisors’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
2015
Q4 		– Sell
-51,962
Closed -$722K – 1261
2015
Q3 		$722K Buy
+51,962
New +$765K 0.01% 787

Other funds holding MRCC

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

United Capital Financial Advisors's MRCC Position: Q4 2015 in Review

United Capital Financial Advisors sold out of Monroe Capital Corp (MRCC) in Q4 2015, closing a stake of 51,962 shares — an estimated $722K sold.

United Capital Financial Advisors first reported a position in MRCC in Q3 2015 and held it in 1 quarter. The position peaked at $722K in Q3 2015. 45 funds tracked by Wall St. Rank hold MRCC as of Q4 2015.

  • United Capital Financial Advisors reported no remaining Monroe Capital Corp position as of Q4 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 51,962 Monroe Capital Corp shares in Q4 2015, an estimated $722K.
  • United Capital Financial Advisors first reported a position in Monroe Capital Corp in Q3 2015 and held it in 1 quarter.
  • United Capital Financial Advisors's Monroe Capital Corp position peaked at $722K in Q3 2015.
  • 45 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q4 2015.

Based on United Capital Financial Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.