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Wealth Enhancement & Preservation of GA’s Main Street Capital MAIN Stock Holding History

Wealth Enhancement & Preservation of GA’s Portfolio MAIN Stock Details MAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-15,504
Closed -$655K – 54
2019
Q4 		$655K Buy
+15,504
New +$663K 0.33% 37

Other funds holding MAIN

BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's MAIN Position: Q1 2020 in Review

Wealth Enhancement & Preservation of GA sold out of Main Street Capital (MAIN) in Q1 2020, closing a stake of 15,504 shares — an estimated $655K sold.

Wealth Enhancement & Preservation of GA first reported a position in MAIN in Q4 2019 and held it in 1 quarter. The position peaked at $655K in Q4 2019. 220 funds tracked by Wall St. Rank hold MAIN as of Q1 2020.

  • Wealth Enhancement & Preservation of GA reported no remaining Main Street Capital position as of Q1 2020 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 15,504 Main Street Capital shares in Q1 2020, an estimated $655K.
  • Wealth Enhancement & Preservation of GA first reported a position in Main Street Capital in Q4 2019 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's Main Street Capital position peaked at $655K in Q4 2019.
  • 220 funds tracked by Wall St. Rank held Main Street Capital as of Q1 2020.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q1 2020, filed 27 Apr 2020.