BWP
BKCC

BSW Wealth Partners’s BlackRock Capital Investment Corporation BKCC Stock Holding History

BSW Wealth Partners’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
2017
Q3 		– Sell
-22,800
Closed -$171K – 92
2017
Q2 		$171K Buy
+22,800
New +$171K 0.08% 82

Other funds holding BKCC

MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

BSW Wealth Partners's BKCC Position: Q3 2017 in Review

BSW Wealth Partners sold out of BlackRock Capital Investment Corporation (BKCC) in Q3 2017, closing a stake of 22,800 shares — an estimated $171K sold.

BSW Wealth Partners first reported a position in BKCC in Q2 2017 and held it in 1 quarter. The position peaked at $171K in Q2 2017. 116 funds tracked by Wall St. Rank hold BKCC as of Q3 2017.

  • BSW Wealth Partners reported no remaining BlackRock Capital Investment Corporation position as of Q3 2017 after selling out during the quarter.
  • BSW Wealth Partners sold 22,800 BlackRock Capital Investment Corporation shares in Q3 2017, an estimated $171K.
  • BSW Wealth Partners first reported a position in BlackRock Capital Investment Corporation in Q2 2017 and held it in 1 quarter.
  • BSW Wealth Partners's BlackRock Capital Investment Corporation position peaked at $171K in Q2 2017.
  • 116 funds tracked by Wall St. Rank held BlackRock Capital Investment Corporation as of Q3 2017.

Based on BSW Wealth Partners's 13F filing for Q3 2017, filed 3 Nov 2017.