DWM
BKCC

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

Dynasty 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
2018
Q4 		– Sell
-14,829
Closed -$87K – 116
2018
Q3 		$87K Buy
+14,829
New +$90.2K 0.11% 116

Other funds holding BKCC

TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
Resource America New York $40M AUM 20.54% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Dynasty Wealth Management's BKCC Position: Q4 2018 in Review

Dynasty Wealth Management sold out of BlackRock Capital Investment Corporation (BKCC) in Q4 2018, closing a stake of 14,829 shares — an estimated $87K sold.

Dynasty Wealth Management first reported a position in BKCC in Q3 2018 and held it in 1 quarter. The position peaked at $87K in Q3 2018. 112 funds tracked by Wall St. Rank hold BKCC as of Q4 2018.

  • Dynasty Wealth Management reported no remaining BlackRock Capital Investment Corporation position as of Q4 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 14,829 BlackRock Capital Investment Corporation shares in Q4 2018, an estimated $87K.
  • Dynasty Wealth Management first reported a position in BlackRock Capital Investment Corporation in Q3 2018 and held it in 1 quarter.
  • Dynasty Wealth Management's BlackRock Capital Investment Corporation position peaked at $87K in Q3 2018.
  • 112 funds tracked by Wall St. Rank held BlackRock Capital Investment Corporation as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.