Wealthcare Advisory Partners’s Main Street Capital MAIN Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-300	Closed	-$12K	–	1305
2021 Q1	$12K	Buy	+300	New	+$10.5K	﹤0.01%	1390
2018 Q4	–	Sell	-45	Closed	-$2K	–	1248
2018 Q3	$2K	Buy	+45	New	+$1.78K	﹤0.01%	1127

Other funds holding MAIN

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCA

Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wealthcare Advisory Partners's MAIN Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Main Street Capital (MAIN) in Q2 2021, closing a stake of 300 shares — an estimated $12K sold.

Wealthcare Advisory Partners first reported a position in MAIN in Q3 2018 and held it in 2 quarters. The position peaked at $12K in Q1 2021. 228 funds tracked by Wall St. Rank hold MAIN as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Main Street Capital position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 300 Main Street Capital shares in Q2 2021, an estimated $12K.
Wealthcare Advisory Partners first reported a position in Main Street Capital in Q3 2018 and held it in 2 quarters.
Wealthcare Advisory Partners's Main Street Capital position peaked at $12K in Q1 2021.
228 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.