WFI
SUNS

West Family Investments’s SLR Senior Investment Corp. Common Stock SUNS Stock Holding History

West Family Investments’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
2021
Q1 		– Sell
-249,984
Closed -$3.61K – 119
2020
Q4 		$3.61K Hold
249,984
– – 1.1% 21
2020
Q3 		$3.23M Sell
249,984
-226,075
-47% -$2.95M 1.21% 23
2020
Q2 		$8.39M Hold
476,059
– – 2.03% 13
2020
Q1 		$4.63M Hold
476,059
– – 1.84% 17
2019
Q4 		$8.39M Hold
476,059
– – 2.03% 13
2019
Q3 		$8.46M Sell
476,059
-19,550
-4% -$331K 2.1% 13
2019
Q2 		$7.89M Hold
495,609
– – 1.99% 14
2019
Q1 		$8.52M Hold
495,609
– – 2.13% 12
2018
Q4 		$7.5M Hold
495,609
– – 1.94% 13
2018
Q3 		$8.29M Hold
495,609
– – 1.96% 14
2018
Q2 		$8.08M Hold
495,609
– – 1.99% 13
2018
Q1 		$8.33M Hold
495,609
– – 2.2% 12
2017
Q4 		$8.8M Hold
495,609
– – 2.26% 10
2017
Q3 		$8.54K Buy
495,609
+54,593
+12% +$920K 1.03% 14
2017
Q2 		$7.26M Sell
441,016
-21,761
-5% -$381K 1.59% 16
2017
Q1 		$8.32M Hold
462,777
– – 1.6% 16
2016
Q4 		$7.61M Hold
462,777
– – 1.34% 17
2016
Q3 		$7.5M Buy
462,777
+132
+0% +$2.19K 1.39% 18
2016
Q2 		$7.45M Hold
462,645
– – 1.36% 19
2016
Q1 		$6.75M Hold
462,645
– – 1.11% 19
2015
Q4 		$6.89M Hold
462,645
– – 1.77% 16
2015
Q3 		$6.58M Buy
462,645
+6,545
+1% +$99.8K 1.36% 18
2015
Q2 		$7.19M Hold
456,100
– – 1.53% 15
2015
Q1 		$7.35M Buy
456,100
+20,441
+5% +$322K 1.51% 14
2014
Q4 		$6.52M Buy
435,659
+203,680
+88% +$3.1M 1.28% 14
2014
Q3 		$3.57M Buy
231,979
+85,890
+59% +$1.39M 0.75% 26
2014
Q2 		$2.47M Buy
146,089
+14,109
+11% +$237K 0.51% 37
2014
Q1 		$2.26M Hold
131,980
– – 0.49% 38
2013
Q4 		$2.4M Hold
131,980
– – 0.55% 32
2013
Q3 		$2.39M Hold
131,980
– – 0.6% 34
2013
Q2 		$2.43M Buy
+131,980
New +$2.49M 0.64% 33

Other funds holding SUNS

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

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

West Family Investments sold out of SLR Senior Investment Corp. Common Stock (SUNS) in Q1 2021, closing a stake of 249,984 shares — an estimated $3.61K sold.

West Family Investments first reported a position in SUNS in Q2 2013 and held it in 31 quarters. The position peaked at $8.8M in Q4 2017. 46 funds tracked by Wall St. Rank hold SUNS as of Q1 2021.

  • West Family Investments reported no remaining SLR Senior Investment Corp. Common Stock position as of Q1 2021 after selling out during the quarter.
  • West Family Investments sold 249,984 SLR Senior Investment Corp. Common Stock shares in Q1 2021, an estimated $3.61K.
  • West Family Investments first reported a position in SLR Senior Investment Corp. Common Stock in Q2 2013 and held it in 31 quarters.
  • West Family Investments's SLR Senior Investment Corp. Common Stock position peaked at $8.8M in Q4 2017.
  • 46 funds tracked by Wall St. Rank held SLR Senior Investment Corp. Common Stock as of Q1 2021.

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