WealthStone’s Main Street Capital MAIN Stock Holding History

WealthStone’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
2019 Q3	–	Sell	-508	Closed	-$20.9K	–	368
2019 Q2	$20.9K	Buy	+508	New	+$20.2K	0.01%	213

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 $865B AUM 30.76% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

SMH

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

WealthStone's MAIN Position: Q3 2019 in Review

WealthStone sold out of Main Street Capital (MAIN) in Q3 2019, closing a stake of 508 shares — an estimated $20.9K sold.

WealthStone first reported a position in MAIN in Q2 2019 and held it in 1 quarter. The position peaked at $20.9K in Q2 2019. 230 funds tracked by Wall St. Rank hold MAIN as of Q3 2019.

WealthStone reported no remaining Main Street Capital position as of Q3 2019 after selling out during the quarter.
WealthStone sold 508 Main Street Capital shares in Q3 2019, an estimated $20.9K.
WealthStone first reported a position in Main Street Capital in Q2 2019 and held it in 1 quarter.
WealthStone's Main Street Capital position peaked at $20.9K in Q2 2019.
230 funds tracked by Wall St. Rank held Main Street Capital as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.