BRWM
BCIC

B. Riley Wealth Management’s BCP Investment Corp BCIC Stock Holding History

B. Riley Wealth Management’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
2014
Q4 		– Sell
-450
Closed -$37K – 1065
2014
Q3 		$37K Hold
450
– – 0.03% 472
2014
Q2 		$38K Hold
450
– – 0.02% 520
2014
Q1 		$39K Buy
+450
New +$36.5K 0.03% 493

Other funds holding BCIC

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
HCS
Harvest Capital Strategies San Francisco, California $73.7M AUM 7.47% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

B. Riley Wealth Management's BCIC Position: Q4 2014 in Review

B. Riley Wealth Management sold out of BCP Investment Corp (BCIC) in Q4 2014, closing a stake of 450 shares — an estimated $37K sold.

B. Riley Wealth Management first reported a position in BCIC in Q1 2014 and held it in 3 quarters. The position peaked at $39K in Q1 2014. 59 funds tracked by Wall St. Rank hold BCIC as of Q4 2014.

  • B. Riley Wealth Management reported no remaining BCP Investment Corp position as of Q4 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 450 BCP Investment Corp shares in Q4 2014, an estimated $37K.
  • B. Riley Wealth Management first reported a position in BCP Investment Corp in Q1 2014 and held it in 3 quarters.
  • B. Riley Wealth Management's BCP Investment Corp position peaked at $39K in Q1 2014.
  • 59 funds tracked by Wall St. Rank held BCP Investment Corp as of Q4 2014.

Based on B. Riley Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.