BWA
BKCC

BDO Wealth Advisors’s BlackRock Capital Investment Corporation BKCC Stock Holding History

BDO Wealth Advisors’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
2019
Q4 		– Sell
-1,400
Closed -$7K – 652
2019
Q3 		$7K Hold
1,400
– – ﹤0.01% 483
2019
Q2 		$8K Buy
+1,400
New +$8.58K ﹤0.01% 465

Other funds holding BKCC

LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BDO Wealth Advisors's BKCC Position: Q4 2019 in Review

BDO Wealth Advisors sold out of BlackRock Capital Investment Corporation (BKCC) in Q4 2019, closing a stake of 1,400 shares — an estimated $7K sold.

BDO Wealth Advisors first reported a position in BKCC in Q2 2019 and held it in 2 quarters. The position peaked at $8K in Q2 2019. 114 funds tracked by Wall St. Rank hold BKCC as of Q4 2019.

  • BDO Wealth Advisors reported no remaining BlackRock Capital Investment Corporation position as of Q4 2019 after selling out during the quarter.
  • BDO Wealth Advisors sold 1,400 BlackRock Capital Investment Corporation shares in Q4 2019, an estimated $7K.
  • BDO Wealth Advisors first reported a position in BlackRock Capital Investment Corporation in Q2 2019 and held it in 2 quarters.
  • BDO Wealth Advisors's BlackRock Capital Investment Corporation position peaked at $8K in Q2 2019.
  • 114 funds tracked by Wall St. Rank held BlackRock Capital Investment Corporation as of Q4 2019.

Based on BDO Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.