WAM
SUNS

Wealthspire Advisors (Maryland)’s SLR Senior Investment Corp. Common Stock SUNS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SUNS Stock Details SUNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-3,560
Closed -$61K – 2603
2017
Q3 		$61K Hold
3,560
– – 0.01% 896
2017
Q2 		$60K Buy
+3,560
New +$62.3K 0.01% 885

Other funds holding SUNS

MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SUNS Position: Q4 2017 in Review

Wealthspire Advisors (Maryland) sold out of SLR Senior Investment Corp. Common Stock (SUNS) in Q4 2017, closing a stake of 3,560 shares — an estimated $61K sold.

Wealthspire Advisors (Maryland) first reported a position in SUNS in Q2 2017 and held it in 2 quarters. The position peaked at $61K in Q3 2017. 51 funds tracked by Wall St. Rank hold SUNS as of Q4 2017.

  • Wealthspire Advisors (Maryland) reported no remaining SLR Senior Investment Corp. Common Stock position as of Q4 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,560 SLR Senior Investment Corp. Common Stock shares in Q4 2017, an estimated $61K.
  • Wealthspire Advisors (Maryland) first reported a position in SLR Senior Investment Corp. Common Stock in Q2 2017 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s SLR Senior Investment Corp. Common Stock position peaked at $61K in Q3 2017.
  • 51 funds tracked by Wall St. Rank held SLR Senior Investment Corp. Common Stock as of Q4 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2017, filed 7 Feb 2018.