EFS
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Essex Financial Services’s BlackRock TCP Capital TCPC Stock Holding History

Essex Financial Services’s Portfolio TCPC Stock Details TCPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-17,840
Closed -$147K – 659
2024
Q3 		$147K Buy
+17,840
New +$171K 0.01% 609

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TCA
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Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $514M AUM 18.06% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Essex Financial Services's TCPC Position: Q4 2024 in Review

Essex Financial Services sold out of BlackRock TCP Capital (TCPC) in Q4 2024, closing a stake of 17,840 shares — an estimated $147K sold.

Essex Financial Services first reported a position in TCPC in Q3 2024 and held it in 1 quarter. The position peaked at $147K in Q3 2024. 150 funds tracked by Wall St. Rank hold TCPC as of Q4 2024.

  • Essex Financial Services reported no remaining BlackRock TCP Capital position as of Q4 2024 after selling out during the quarter.
  • Essex Financial Services sold 17,840 BlackRock TCP Capital shares in Q4 2024, an estimated $147K.
  • Essex Financial Services first reported a position in BlackRock TCP Capital in Q3 2024 and held it in 1 quarter.
  • Essex Financial Services's BlackRock TCP Capital position peaked at $147K in Q3 2024.
  • 150 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q4 2024.

Based on Essex Financial Services's 13F filing for Q4 2024, filed 29 Jan 2025.