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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 $535B AUM 26.23% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 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 $1.56T AUM 27.86% 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 $285M AUM 30.42% 1-Year Est. Return