FFA
BCIC

First Foundation Advisors’s BCP Investment Corp BCIC Stock Holding History

First Foundation 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
-1,200
Closed -$40K – 401
2018
Q3 		$40K Hold
1,200
– – ﹤0.01% 355
2018
Q2 		$39K Hold
1,200
– – ﹤0.01% 328
2018
Q1 		$38K Hold
1,200
– – ﹤0.01% 316
2017
Q4 		$41K Hold
1,200
– – ﹤0.01% 324
2017
Q3 		$44K Hold
1,200
– – ﹤0.01% 304
2017
Q2 		$42K Hold
1,200
– – ﹤0.01% 310
2017
Q1 		$49K Hold
1,200
– – ﹤0.01% 310
2016
Q4 		$48K Hold
1,200
– – ﹤0.01% 307
2016
Q3 		$56K Buy
+1,200
New +$50.8K ﹤0.01% 286

Other funds holding BCIC

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
DT
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

First Foundation Advisors's BCIC Position: Q4 2018 in Review

First Foundation Advisors sold out of BCP Investment Corp (BCIC) in Q4 2018, closing a stake of 1,200 shares — an estimated $40K sold.

First Foundation Advisors first reported a position in BCIC in Q3 2016 and held it in 9 quarters. The position peaked at $56K in Q3 2016. 39 funds tracked by Wall St. Rank hold BCIC as of Q4 2018.

  • First Foundation Advisors reported no remaining BCP Investment Corp position as of Q4 2018 after selling out during the quarter.
  • First Foundation Advisors sold 1,200 BCP Investment Corp shares in Q4 2018, an estimated $40K.
  • First Foundation Advisors first reported a position in BCP Investment Corp in Q3 2016 and held it in 9 quarters.
  • First Foundation Advisors's BCP Investment Corp position peaked at $56K in Q3 2016.
  • 39 funds tracked by Wall St. Rank held BCP Investment Corp as of Q4 2018.

Based on First Foundation Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.