CFRPA
FCRD

Castle Financial & Retirement Planning Associates’s First Eagle Alternative Capital BDC, Inc. Common Stock FCRD Stock Holding History

Castle Financial & Retirement Planning Associates’s Portfolio FCRD Stock Details FCRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$2K Buy
+500
New +$2.33K 0.01% 175

Other funds holding FCRD

CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's FCRD Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in First Eagle Alternative Capital BDC, Inc. Common Stock (FCRD) in Q4 2021: 500 shares worth $2K. The stake represents 0.01% of the portfolio and ranks #175 among its holdings.

36 funds tracked by Wall St. Rank hold FCRD as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 500 shares of First Eagle Alternative Capital BDC, Inc. Common Stock worth $2K as of Q4 2021.
  • First Eagle Alternative Capital BDC, Inc. Common Stock was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • First Eagle Alternative Capital BDC, Inc. Common Stock made up 0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #175 holding.
  • 36 funds tracked by Wall St. Rank held First Eagle Alternative Capital BDC, Inc. Common Stock as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.