CA
BCX icon

Calton & Associates’s BlackRock Resources & Commodities Strategy Trust BCX Stock Holding History

Calton & Associates’s Portfolio BCX Stock Details BCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-588
Closed -$5K – 425
2017
Q4 		$5K Buy
+588
New +$5.3K ﹤0.01% 1233

Other funds holding BCX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Calton & Associates's BCX Position: Q1 2018 in Review

Calton & Associates sold out of BlackRock Resources & Commodities Strategy Trust (BCX) in Q1 2018, closing a stake of 588 shares — an estimated $5K sold.

Calton & Associates first reported a position in BCX in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 86 funds tracked by Wall St. Rank hold BCX as of Q1 2018.

  • Calton & Associates reported no remaining BlackRock Resources & Commodities Strategy Trust position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 588 BlackRock Resources & Commodities Strategy Trust shares in Q1 2018, an estimated $5K.
  • Calton & Associates first reported a position in BlackRock Resources & Commodities Strategy Trust in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's BlackRock Resources & Commodities Strategy Trust position peaked at $5K in Q4 2017.
  • 86 funds tracked by Wall St. Rank held BlackRock Resources & Commodities Strategy Trust as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.