ZIG
TSLF

Zuckerman Investment Group’s THL CREDIT SENIOR LOAN FUND TSLF Stock Holding History

Zuckerman Investment Group’s Portfolio TSLF Stock Details TSLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-15,635
Closed -$293K – 62
2016
Q4 		$293K Hold
15,635
– – 0.07% 50
2016
Q3 		$258K Hold
15,635
– – 0.07% 52
2016
Q2 		$251K Hold
15,635
– – 0.07% 52
2016
Q1 		$248K Sell
15,635
-160
-1% -$2.4K 0.07% 40
2015
Q4 		$251K Sell
15,795
-85
-0.5% -$1.3K 0.06% 44
2015
Q3 		$246K Buy
+15,880
New +$260K 0.06% 43

Other funds holding TSLF

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Zuckerman Investment Group's TSLF Position: Q1 2017 in Review

Zuckerman Investment Group sold out of THL CREDIT SENIOR LOAN FUND (TSLF) in Q1 2017, closing a stake of 15,635 shares — an estimated $293K sold.

Zuckerman Investment Group first reported a position in TSLF in Q3 2015 and held it in 6 quarters. The position peaked at $293K in Q4 2016. 21 funds tracked by Wall St. Rank hold TSLF as of Q1 2017.

  • Zuckerman Investment Group reported no remaining THL CREDIT SENIOR LOAN FUND position as of Q1 2017 after selling out during the quarter.
  • Zuckerman Investment Group sold 15,635 THL CREDIT SENIOR LOAN FUND shares in Q1 2017, an estimated $293K.
  • Zuckerman Investment Group first reported a position in THL CREDIT SENIOR LOAN FUND in Q3 2015 and held it in 6 quarters.
  • Zuckerman Investment Group's THL CREDIT SENIOR LOAN FUND position peaked at $293K in Q4 2016.
  • 21 funds tracked by Wall St. Rank held THL CREDIT SENIOR LOAN FUND as of Q1 2017.

Based on Zuckerman Investment Group's 13F filing for Q1 2017, filed 12 May 2017.