Elm Advisors’s BCP Investment Corp BCIC Stock Holding History

Elm Advisors’s Portfolio BCIC Stock Details BCIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-250	Closed	-$8K	–	219
2018 Q3	$8K	Buy	+250	New	+$8.12K	0.01%	271

Other funds holding BCIC

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Elm Advisors's BCIC Position: Q4 2018 in Review

Elm Advisors sold out of BCP Investment Corp (BCIC) in Q4 2018, closing a stake of 250 shares — an estimated $8K sold.

Elm Advisors first reported a position in BCIC in Q3 2018 and held it in 1 quarter. The position peaked at $8K in Q3 2018. 39 funds tracked by Wall St. Rank hold BCIC as of Q4 2018.

Elm Advisors reported no remaining BCP Investment Corp position as of Q4 2018 after selling out during the quarter.
Elm Advisors sold 250 BCP Investment Corp shares in Q4 2018, an estimated $8K.
Elm Advisors first reported a position in BCP Investment Corp in Q3 2018 and held it in 1 quarter.
Elm Advisors's BCP Investment Corp position peaked at $8K in Q3 2018.
39 funds tracked by Wall St. Rank held BCP Investment Corp as of Q4 2018.

Based on Elm Advisors's 13F filing for Q4 2018, filed 8 Jan 2019.