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Winslow Evans & Crocker’s Main Street Capital MAIN Stock Holding History

Winslow Evans & Crocker’s Portfolio MAIN Stock Details MAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-10,800
Closed -$415K – 1204
2017
Q2 		$415K Buy
10,800
+2,000
+23% +$77.7K 0.11% 201
2017
Q1 		$337K Sell
8,800
-582
-6% -$21.5K 0.11% 199
2016
Q4 		$345K Sell
9,382
-600
-6% -$21.2K 0.11% 195
2016
Q3 		$343K Buy
9,982
+9,400
+1,615% +$318K 0.1% 208
2016
Q2 		$19.1K Sell
582
-299
-34% -$9.52K 0.01% 703
2016
Q1 		$27.6K Sell
881
-1
-0.1% -$29 0.01% 626
2015
Q4 		$25.6K Hold
882
– – 0.01% 684
2015
Q3 		$23.5K Sell
882
-194
-18% -$5.74K 0.01% 682
2015
Q2 		$34.3K Hold
1,076
– – 0.01% 633
2015
Q1 		$33.2K Hold
1,076
– – 0.01% 623
2014
Q4 		$31.4K Buy
1,076
+776
+259% +$24K 0.01% 634
2014
Q3 		$9.19K Buy
+300
New +$9.59K ﹤0.01% 911

Other funds holding MAIN

MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return