United Capital Financial Advisors’s SLR Senior Investment Corp. Common Stock SUNS Stock Holding History

United Capital Financial Advisors’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
2016 Q4	–	Sell	-18,750	Closed	-$304K	–	1340
2016 Q3	$304K	Hold	18,750	–	–	﹤0.01%	1074
2016 Q2	$300K	Sell	18,750 -18,750	-50%	-$288K	﹤0.01%	1035
2016 Q1	$547K	Sell	37,500 -100	-0.3%	-$1.39K	0.01%	853
2015 Q4	$560K	Sell	37,600 -2,235	-6%	-$33.9K	0.01%	859
2015 Q3	$566K	Buy	39,835 +2,335	+6%	+$35.6K	0.01%	856
2015 Q2	$591K	Hold	37,500	–	–	0.01%	854
2015 Q1	$608K	Hold	37,500	–	–	0.01%	832
2014 Q4	$561K	Buy	+37,500	New	+$571K	0.01%	791

Other funds holding SUNS

WFI

West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

CCP

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BRF

B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

United Capital Financial Advisors's SUNS Position: Q4 2016 in Review

United Capital Financial Advisors sold out of SLR Senior Investment Corp. Common Stock (SUNS) in Q4 2016, closing a stake of 18,750 shares — an estimated $304K sold.

United Capital Financial Advisors first reported a position in SUNS in Q4 2014 and held it in 8 quarters. The position peaked at $608K in Q1 2015. 56 funds tracked by Wall St. Rank hold SUNS as of Q4 2016.

United Capital Financial Advisors reported no remaining SLR Senior Investment Corp. Common Stock position as of Q4 2016 after selling out during the quarter.
United Capital Financial Advisors sold 18,750 SLR Senior Investment Corp. Common Stock shares in Q4 2016, an estimated $304K.
United Capital Financial Advisors first reported a position in SLR Senior Investment Corp. Common Stock in Q4 2014 and held it in 8 quarters.
United Capital Financial Advisors's SLR Senior Investment Corp. Common Stock position peaked at $608K in Q1 2015.
56 funds tracked by Wall St. Rank held SLR Senior Investment Corp. Common Stock as of Q4 2016.

Based on United Capital Financial Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.