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B. Riley Wealth Management’s BlackRock TCP Capital TCPC Stock Holding History

B. Riley Wealth Management’s Portfolio TCPC Stock Details TCPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-1,000
Closed -$16K – 1093
2014
Q4 		$16K Buy
1,000
+904
+942% +$14.8K 0.01% 648
2014
Q3 		$5K Sell
96
-904
-90% -$15.7K ﹤0.01% 907
2014
Q2 		$18K Sell
1,000
-2,000
-67% -$33.6K 0.01% 687
2014
Q1 		$50K Buy
+3,000
New +$51.4K 0.04% 442

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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

B. Riley Wealth Management's TCPC Position: Q1 2015 in Review

B. Riley Wealth Management sold out of BlackRock TCP Capital (TCPC) in Q1 2015, closing a stake of 1,000 shares — an estimated $16K sold.

B. Riley Wealth Management first reported a position in TCPC in Q1 2014 and held it in 4 quarters. The position peaked at $50K in Q1 2014. 83 funds tracked by Wall St. Rank hold TCPC as of Q1 2015.

  • B. Riley Wealth Management reported no remaining BlackRock TCP Capital position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 1,000 BlackRock TCP Capital shares in Q1 2015, an estimated $16K.
  • B. Riley Wealth Management first reported a position in BlackRock TCP Capital in Q1 2014 and held it in 4 quarters.
  • B. Riley Wealth Management's BlackRock TCP Capital position peaked at $50K in Q1 2014.
  • 83 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q1 2015.

Based on B. Riley Wealth Management's 13F filing for Q1 2015, filed 13 Apr 2015.