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

Baystate Wealth Management’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
2023 Q4	$4.64K	Buy	+1,200	New	+$4.37K	﹤0.01%	909

Other funds holding BKCC

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

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

AGM

Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

NEAM

New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Baystate Wealth Management's BKCC Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in BlackRock Capital Investment Corporation (BKCC) in Q4 2023: 1,200 shares worth $4.64K. The stake represents ﹤0.01% of the portfolio and ranks #909 among its holdings.

85 funds tracked by Wall St. Rank hold BKCC as of Q4 2023.

Baystate Wealth Management held 1,200 shares of BlackRock Capital Investment Corporation worth $4.64K as of Q4 2023.
BlackRock Capital Investment Corporation was a new Baystate Wealth Management position in Q4 2023.
BlackRock Capital Investment Corporation made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #909 holding.
85 funds tracked by Wall St. Rank held BlackRock Capital Investment Corporation as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.