Advocacy Wealth Management Services’s BlackRock Capital Investment Corporation BKCC Stock Holding History

Advocacy Wealth Management Services’s Portfolio BKCC Stock Details BKCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-2,100	Closed	-$16K	–	263
2017 Q3	$16K	Hold	2,100	–	–	0.01%	151
2017 Q2	$16K	Sell	2,100 -1,350	-39%	-$10.1K	0.01%	157
2017 Q1	$26K	Sell	3,450 -200	-5%	-$1.5K	0.01%	130
2016 Q4	$25K	Sell	3,650 -1,200	-25%	-$9.01K	0.01%	127
2016 Q3	$40K	Sell	4,850 -2,600	-35%	-$21.8K	0.02%	131
2016 Q2	$58K	Sell	7,450 -13,050	-64%	-$108K	0.03%	131
2016 Q1	$193K	Sell	20,500 -10,550	-34%	-$94.1K	0.13%	92
2015 Q4	$295K	Buy	+31,050	New	+$294K	0.33%	68
2013 Q3	$63K	Sell	6,650 -1,000	-13%	-$9.87K	0.17%	100
2013 Q2	$72K	Buy	+7,650	New	+$74.7K	0.29%	72

Other funds holding BKCC

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

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

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

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Advocacy Wealth Management Services's BKCC Position: Q4 2017 in Review

Advocacy Wealth Management Services sold out of BlackRock Capital Investment Corporation (BKCC) in Q4 2017, closing a stake of 2,100 shares — an estimated $16K sold.

Advocacy Wealth Management Services first reported a position in BKCC in Q2 2013 and held it in 10 quarters. The position peaked at $295K in Q4 2015. 123 funds tracked by Wall St. Rank hold BKCC as of Q4 2017.

Advocacy Wealth Management Services reported no remaining BlackRock Capital Investment Corporation position as of Q4 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 2,100 BlackRock Capital Investment Corporation shares in Q4 2017, an estimated $16K.
Advocacy Wealth Management Services first reported a position in BlackRock Capital Investment Corporation in Q2 2013 and held it in 10 quarters.
Advocacy Wealth Management Services's BlackRock Capital Investment Corporation position peaked at $295K in Q4 2015.
123 funds tracked by Wall St. Rank held BlackRock Capital Investment Corporation as of Q4 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2017, filed 12 Jan 2018.