WFI
SLRC icon

West Family Investments’s SLR Investment Corp SLRC Stock Holding History

West Family Investments’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
2021
Q1 		– Sell
-300,524
Closed -$5.28M – 107
2020
Q4 		$5.28M Hold
300,524
– – 1.61% 16
2020
Q3 		$4.82M Sell
300,524
-178,489
-37% -$2.93M 1.81% 14
2020
Q2 		$9.92M Sell
479,013
-700
-0.1% -$10.6K 2.4% 9
2020
Q1 		$5.63M Buy
479,713
+700
+0.1% +$12.7K 2.24% 11
2019
Q4 		$9.92M Hold
479,013
– – 2.4% 9
2019
Q3 		$9.94M Hold
479,013
– – 2.47% 9
2019
Q2 		$9.88M Hold
479,013
– – 2.49% 10
2019
Q1 		$10M Hold
479,013
– – 2.51% 9
2018
Q4 		$9.24M Hold
479,013
– – 2.39% 10
2018
Q3 		$10.3M Hold
479,013
– – 2.44% 9
2018
Q2 		$9.79M Hold
479,013
– – 2.41% 9
2018
Q1 		$9.73M Hold
479,013
– – 2.57% 9
2017
Q4 		$9.68M Hold
479,013
– – 2.49% 9
2017
Q3 		$10.4M Hold
479,013
– – 1.25% 11
2017
Q2 		$9.97M Hold
479,013
– – 2.19% 11
2017
Q1 		$10.8M Hold
479,013
– – 2.08% 12
2016
Q4 		$9.97M Hold
479,013
– – 1.76% 13
2016
Q3 		$9.83M Hold
479,013
– – 1.83% 14
2016
Q2 		$9.13M Hold
479,013
– – 1.66% 14
2016
Q1 		$8.28M Hold
479,013
– – 1.36% 15
2015
Q4 		$7.87M Hold
479,013
– – 2.02% 13
2015
Q3 		$7.58M Buy
479,013
+20,300
+4% +$358K 1.57% 17
2015
Q2 		$8.26M Buy
458,713
+138,000
+43% +$2.67M 1.75% 13
2015
Q1 		$6.49M Hold
320,713
– – 1.33% 17
2014
Q4 		$5.78M Buy
320,713
+146,282
+84% +$2.69M 1.14% 19
2014
Q3 		$3.26M Buy
174,431
+52,969
+44% +$1.07M 0.68% 28
2014
Q2 		$2.58M Hold
121,462
– – 0.54% 33
2014
Q1 		$2.65M Hold
121,462
– – 0.58% 32
2013
Q4 		$2.74M Sell
121,462
-5,000
-4% -$113K 0.63% 29
2013
Q3 		$2.81M Hold
126,462
– – 0.71% 30
2013
Q2 		$2.92M Buy
+126,462
New +$2.96M 0.77% 30

Other funds holding SLRC

TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

West Family Investments's SLRC Position: Q1 2021 in Review

West Family Investments sold out of SLR Investment Corp (SLRC) in Q1 2021, closing a stake of 300,524 shares — an estimated $5.28M sold.

West Family Investments first reported a position in SLRC in Q2 2013 and held it in 31 quarters. The position peaked at $10.8M in Q1 2017. 109 funds tracked by Wall St. Rank hold SLRC as of Q1 2021.

  • West Family Investments reported no remaining SLR Investment Corp position as of Q1 2021 after selling out during the quarter.
  • West Family Investments sold 300,524 SLR Investment Corp shares in Q1 2021, an estimated $5.28M.
  • West Family Investments first reported a position in SLR Investment Corp in Q2 2013 and held it in 31 quarters.
  • West Family Investments's SLR Investment Corp position peaked at $10.8M in Q1 2017.
  • 109 funds tracked by Wall St. Rank held SLR Investment Corp as of Q1 2021.

Based on West Family Investments's 13F filing for Q1 2021, filed 12 May 2021.