WAM
MRCC

Wealthspire Advisors (Maryland)’s Monroe Capital Corp MRCC Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q3 		– Sell
-4,000
Closed -$61K – 2381
2017
Q2 		$61K Buy
+4,000
New +$62.3K 0.01% 877

Other funds holding MRCC

William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MRCC Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of Monroe Capital Corp (MRCC) in Q3 2017, closing a stake of 4,000 shares — an estimated $61K sold.

Wealthspire Advisors (Maryland) first reported a position in MRCC in Q2 2017 and held it in 1 quarter. The position peaked at $61K in Q2 2017. 66 funds tracked by Wall St. Rank hold MRCC as of Q3 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Monroe Capital Corp position as of Q3 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4,000 Monroe Capital Corp shares in Q3 2017, an estimated $61K.
  • Wealthspire Advisors (Maryland) first reported a position in Monroe Capital Corp in Q2 2017 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Monroe Capital Corp position peaked at $61K in Q2 2017.
  • 66 funds tracked by Wall St. Rank held Monroe Capital Corp as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.