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Advisor Group’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Advisor Group’s Portfolio BCX Stock Details BCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$333K Buy
41,205
+557
+1% +$4.25K ﹤0.01% 1971
2019
Q3 		$305K Buy
40,648
+886
+2% +$6.82K ﹤0.01% 1995
2019
Q2 		$326K Buy
39,762
+808
+2% +$6.41K ﹤0.01% 1930
2019
Q1 		$318K Sell
38,954
-7,141
-15% -$56.4K ﹤0.01% 1925
2018
Q4 		$326K Buy
46,095
+1,516
+3% +$12K ﹤0.01% 1711
2018
Q3 		$404K Sell
44,579
-4,956
-10% -$44.5K ﹤0.01% 1626
2018
Q2 		$461K Buy
49,535
+69
+0.1% +$653 0.01% 1364
2018
Q1 		$440K Sell
49,466
-4,882
-9% -$46.5K 0.01% 1400
2017
Q4 		$531K Buy
54,348
+4,740
+10% +$42.7K 0.01% 1294
2017
Q3 		$440K Buy
49,608
+2,722
+6% +$23.2K 0.01% 1292
2017
Q2 		$376K Buy
46,886
+17,204
+58% +$144K 0.01% 1333
2017
Q1 		$256K Buy
29,682
+4,461
+18% +$38.4K 0.01% 1484
2016
Q4 		$208K Buy
25,221
+3,181
+14% +$25.7K ﹤0.01% 1517
2016
Q3 		$180K Sell
22,040
-10,668
-33% -$85.2K ﹤0.01% 1595
2016
Q2 		$250K Buy
+32,708
New +$245K 0.01% 1300

Other funds holding BCX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Group's BCX Position: Q4 2019 in Review

Advisor Group increased its BlackRock Resources & Commodities Strategy Trust (BCX) stake by 1.4% in Q4 2019, buying an estimated $4.25K and bringing the position to 41,205 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1971.

Advisor Group first reported a position in BCX in Q2 2016 and has held it in 15 quarters since. The position peaked at $531K in Q4 2017. 109 funds tracked by Wall St. Rank hold BCX as of Q4 2019.

  • Advisor Group held 41,205 shares of BlackRock Resources & Commodities Strategy Trust worth $333K as of Q4 2019.
  • Advisor Group bought 557 BlackRock Resources & Commodities Strategy Trust shares in Q4 2019, an estimated $4.25K.
  • BlackRock Resources & Commodities Strategy Trust made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1971 holding.
  • Advisor Group first reported a position in BlackRock Resources & Commodities Strategy Trust in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's BlackRock Resources & Commodities Strategy Trust position peaked at $531K in Q4 2017.
  • 109 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.