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Westside Investment Management’s Ares Capital ARCC Stock Holding History

Westside Investment Management’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-229
Closed -$3.63K – 811
2017
Q4 		$3.63K Sell
229
-171
-43% -$2.78K ﹤0.01% 725
2017
Q3 		$6.56K Hold
400
– – ﹤0.01% 633
2017
Q2 		$6.59K Sell
400
-447
-53% -$7.53K ﹤0.01% 622
2017
Q1 		$14.9K Buy
847
+400
+89% +$6.91K 0.01% 410
2016
Q4 		$7.53K Buy
+447
New +$7.04K 0.01% 459

Other funds holding ARCC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Westside Investment Management's ARCC Position: Q1 2018 in Review

Westside Investment Management sold out of Ares Capital (ARCC) in Q1 2018, closing a stake of 229 shares — an estimated $3.63K sold.

Westside Investment Management first reported a position in ARCC in Q4 2016 and held it in 5 quarters. The position peaked at $14.9K in Q1 2017. 441 funds tracked by Wall St. Rank hold ARCC as of Q1 2018.

  • Westside Investment Management reported no remaining Ares Capital position as of Q1 2018 after selling out during the quarter.
  • Westside Investment Management sold 229 Ares Capital shares in Q1 2018, an estimated $3.63K.
  • Westside Investment Management first reported a position in Ares Capital in Q4 2016 and held it in 5 quarters.
  • Westside Investment Management's Ares Capital position peaked at $14.9K in Q1 2017.
  • 441 funds tracked by Wall St. Rank held Ares Capital as of Q1 2018.

Based on Westside Investment Management's 13F filing for Q1 2018, filed 16 Apr 2018.