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Wealthspire Advisors (Maryland)’s SLR Investment Corp SLRC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SLRC Stock Details SLRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-480
Closed -$10K – 2624
2017
Q4 		$10K Sell
480
-5,217
-92% -$111K ﹤0.01% 1594
2017
Q3 		$123K Hold
5,697
– – 0.01% 631
2017
Q2 		$125K Buy
+5,697
New +$126K 0.01% 600

Other funds holding SLRC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SLRC Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of SLR Investment Corp (SLRC) in Q1 2018, closing a stake of 480 shares — an estimated $10K sold.

Wealthspire Advisors (Maryland) first reported a position in SLRC in Q2 2017 and held it in 3 quarters. The position peaked at $125K in Q2 2017. 104 funds tracked by Wall St. Rank hold SLRC as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining SLR Investment Corp position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 480 SLR Investment Corp shares in Q1 2018, an estimated $10K.
  • Wealthspire Advisors (Maryland) first reported a position in SLR Investment Corp in Q2 2017 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s SLR Investment Corp position peaked at $125K in Q2 2017.
  • 104 funds tracked by Wall St. Rank held SLR Investment Corp as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.