Winslow Evans & Crocker’s WhiteHorse Finance WHF Stock Holding History

Winslow Evans & Crocker’s Portfolio WHF Stock Details WHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,000	Closed	-$14K	–	1356
2018 Q4	$14K	Hold	1,000	–	–	﹤0.01%	716
2018 Q3	$14K	Hold	1,000	–	–	﹤0.01%	752
2018 Q2	$16K	Hold	1,000	–	–	0.01%	727
2018 Q1	$12.4K	Hold	1,000	–	–	﹤0.01%	740
2017 Q4	$13.4K	Hold	1,000	–	–	﹤0.01%	749
2017 Q3	$14.8K	Buy	+1,000	New	+$13.9K	﹤0.01%	739

Other funds holding WHF

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Resource America New York $40M AUM 20.54% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

GCM

Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

TCM

Tradition Capital Management Summit, New Jersey $369M AUM 6.72% 1-Year Est. Return

Winslow Evans & Crocker's WHF Position: Q1 2019 in Review

Winslow Evans & Crocker sold out of WhiteHorse Finance (WHF) in Q1 2019, closing a stake of 1,000 shares — an estimated $14K sold.

Winslow Evans & Crocker first reported a position in WHF in Q3 2017 and held it in 6 quarters. The position peaked at $16K in Q2 2018. 38 funds tracked by Wall St. Rank hold WHF as of Q1 2019.

Winslow Evans & Crocker reported no remaining WhiteHorse Finance position as of Q1 2019 after selling out during the quarter.
Winslow Evans & Crocker sold 1,000 WhiteHorse Finance shares in Q1 2019, an estimated $14K.
Winslow Evans & Crocker first reported a position in WhiteHorse Finance in Q3 2017 and held it in 6 quarters.
Winslow Evans & Crocker's WhiteHorse Finance position peaked at $16K in Q2 2018.
38 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q1 2019.

Based on Winslow Evans & Crocker's 13F filing for Q1 2019, filed 22 Apr 2019.