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First Personal Financial Services’s BlackRock TCP Capital TCPC Stock Holding History

First Personal 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
2016
Q1 		– Sell
-727
Closed -$10K – 391
2015
Q4 		$10K Buy
+727
New +$10.7K 0.01% 299

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ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Barings
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

First Personal Financial Services's TCPC Position: Q1 2016 in Review

First Personal Financial Services sold out of BlackRock TCP Capital (TCPC) in Q1 2016, closing a stake of 727 shares — an estimated $10K sold.

First Personal Financial Services first reported a position in TCPC in Q4 2015 and held it in 1 quarter. The position peaked at $10K in Q4 2015. 93 funds tracked by Wall St. Rank hold TCPC as of Q1 2016.

  • First Personal Financial Services reported no remaining BlackRock TCP Capital position as of Q1 2016 after selling out during the quarter.
  • First Personal Financial Services sold 727 BlackRock TCP Capital shares in Q1 2016, an estimated $10K.
  • First Personal Financial Services first reported a position in BlackRock TCP Capital in Q4 2015 and held it in 1 quarter.
  • First Personal Financial Services's BlackRock TCP Capital position peaked at $10K in Q4 2015.
  • 93 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q1 2016.

Based on First Personal Financial Services's 13F filing for Q1 2016, filed 11 May 2016.