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WFG Advisors’s SLR Investment Corp SLRC Stock Holding History

WFG Advisors’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
2017
Q2 		$13K Buy
576
+425
+281% +$9.37K ﹤0.01% 1067
2017
Q1 		$3K Sell
151
-449
-75% -$9.79K ﹤0.01% 1292
2016
Q4 		$12K Buy
+600
New +$12.3K ﹤0.01% 1064
2014
Q1 		– Sell
-817
Closed -$18K – 2207
2013
Q4 		$18K Sell
817
-63
-7% -$1.42K ﹤0.01% 1381
2013
Q3 		$20K Sell
880
-90
-9% -$2.03K ﹤0.01% 1286
2013
Q2 		$22K Buy
+970
New +$22.7K ﹤0.01% 1183

Other funds holding SLRC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $345M AUM 46.29% 1-Year Est. Return

WFG Advisors's SLRC Position: Q2 2017 in Review

WFG Advisors increased its SLR Investment Corp (SLRC) stake by 281% in Q2 2017, buying an estimated $9.37K and bringing the position to 576 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

WFG Advisors first reported a position in SLRC in Q2 2013 and has held it in 6 quarters since. The position peaked at $22K in Q2 2013. 111 funds tracked by Wall St. Rank hold SLRC as of Q2 2017.

  • WFG Advisors held 576 shares of SLR Investment Corp worth $13K as of Q2 2017.
  • WFG Advisors bought 425 SLR Investment Corp shares in Q2 2017, an estimated $9.37K.
  • SLR Investment Corp made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1067 holding.
  • WFG Advisors first reported a position in SLR Investment Corp in Q2 2013 and has held it in 6 quarters since.
  • WFG Advisors's SLR Investment Corp position peaked at $22K in Q2 2013.
  • 111 funds tracked by Wall St. Rank held SLR Investment Corp as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.