Arete Wealth Advisors’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Arete Wealth Advisors’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
2024 Q3	–	Sell	-11,135	Closed	-$102K	–	718
2024 Q2	$102K	Buy	+11,135	New	+$103K	0.01%	689
2024 Q1	–	Sell	-11,135	Closed	-$98.9K	–	413
2023 Q4	$98.9K	Buy	+11,135	New	+$98.1K	0.01%	710
2023 Q3	–	Sell	-10,489	Closed	-$95K	–	523
2023 Q2	$95K	Buy	+10,489	New	+$97.5K	0.01%	632
2015 Q2	–	Sell	-67,275	Closed	-$640K	–	143
2015 Q1	$640K	Sell	67,275 -5,195	-7%	-$50.6K	0.41%	60
2014 Q4	$704K	Buy	72,470 +3,612	+5%	+$37.7K	0.5%	51
2014 Q3	$769K	Buy	68,858 +17,621	+34%	+$213K	0.58%	39
2014 Q2	$636K	Buy	+51,237	New	+$619K	0.5%	51

Other funds holding BCX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Arete Wealth Advisors's BCX Position: Q3 2024 in Review

Arete Wealth Advisors sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q3 2024, closing a stake of 11,135 shares — an estimated $102K sold.

Arete Wealth Advisors first reported a position in BCX in Q2 2014 and held it in 7 quarters. The position peaked at $769K in Q3 2014. 120 funds tracked by Wall St. Rank hold BCX as of Q3 2024.

Arete Wealth Advisors reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q3 2024 after selling out during the quarter.
Arete Wealth Advisors sold 11,135 BlackRock Resources & Commodities Strategy Trust shares in Q3 2024, an estimated $102K.
Arete Wealth Advisors first reported a position in BlackRock Resources & Commodities Strategy Trust in Q2 2014 and held it in 7 quarters.
Arete Wealth Advisors's BlackRock Resources & Commodities Strategy Trust position peaked at $769K in Q3 2014.
120 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.