AFAS
BCIC

Acorn Financial Advisory Services’s BCP Investment Corp BCIC Stock Holding History

Acorn Financial Advisory Services’s Portfolio BCIC Stock Details BCIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,428
Closed -$34K – 236
2021
Q2 		$34K Hold
1,428
– – 0.01% 232
2021
Q1 		$34K Sell
1,428
-117
-8% -$2.36K 0.01% 201
2020
Q4 		$30K Buy
+1,545
New +$23.3K 0.01% 220

Other funds holding BCIC

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Acorn Financial Advisory Services's BCIC Position: Q3 2021 in Review

Acorn Financial Advisory Services sold out of BCP Investment Corp (BCIC) in Q3 2021, closing a stake of 1,428 shares — an estimated $34K sold.

Acorn Financial Advisory Services first reported a position in BCIC in Q4 2020 and held it in 3 quarters. The position peaked at $34K in Q2 2021. 39 funds tracked by Wall St. Rank hold BCIC as of Q3 2021.

  • Acorn Financial Advisory Services reported no remaining BCP Investment Corp position as of Q3 2021 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 1,428 BCP Investment Corp shares in Q3 2021, an estimated $34K.
  • Acorn Financial Advisory Services first reported a position in BCP Investment Corp in Q4 2020 and held it in 3 quarters.
  • Acorn Financial Advisory Services's BCP Investment Corp position peaked at $34K in Q2 2021.
  • 39 funds tracked by Wall St. Rank held BCP Investment Corp as of Q3 2021.

Based on Acorn Financial Advisory Services's 13F filing for Q3 2021, filed 15 Nov 2021.