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Wealthspire Advisors (Maryland)’s Main Street Capital MAIN Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q2 		– Sell
-300
Closed -$11K – 2517
2018
Q1 		$11K Hold
300
– – ﹤0.01% 1529
2017
Q4 		$12K Hold
300
– – ﹤0.01% 1519
2017
Q3 		$12K Buy
300
+100
+50% +$3.93K ﹤0.01% 1505
2017
Q2 		$8K Buy
200
+100
+100% +$3.88K ﹤0.01% 1623
2017
Q1 		$4K Hold
100
– – ﹤0.01% 1567
2016
Q4 		$4K Hold
100
– – ﹤0.01% 1424
2016
Q3 		$3K Hold
100
– – ﹤0.01% 1478
2016
Q2 		$3K Hold
100
– – ﹤0.01% 1439
2016
Q1 		$3K Hold
100
– – ﹤0.01% 1455
2015
Q4 		$3K Buy
+100
New +$3K ﹤0.01% 1464

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 $999B AUM 46.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MAIN Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Main Street Capital (MAIN) in Q2 2018, closing a stake of 300 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in MAIN in Q4 2015 and held it in 10 quarters. The position peaked at $12K in Q4 2017. 203 funds tracked by Wall St. Rank hold MAIN as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Main Street Capital position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 300 Main Street Capital shares in Q2 2018, an estimated $11K.
  • Wealthspire Advisors (Maryland) first reported a position in Main Street Capital in Q4 2015 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s Main Street Capital position peaked at $12K in Q4 2017.
  • 203 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.