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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

Other funds holding TCPC

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VNIM
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 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

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.