Global Retirement Partners’s BlackRock TCP Capital TCPC Stock Holding History

Global Retirement Partners’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
2019 Q2	–	Sell	-301	Closed	-$4K	–	1703
2019 Q1	$4K	Hold	301	–	–	﹤0.01%	1310
2018 Q4	$4K	Hold	301	–	–	﹤0.01%	1234
2018 Q3	$4K	Hold	301	–	–	﹤0.01%	1288
2018 Q2	$4K	Hold	301	–	–	﹤0.01%	1265
2018 Q1	$4K	Hold	301	–	–	﹤0.01%	1220
2017 Q4	$5K	Hold	301	–	–	﹤0.01%	1124
2017 Q3	$5K	Hold	301	–	–	﹤0.01%	1015
2017 Q2	$5K	Sell	301 -138	-31%	-$2.35K	﹤0.01%	949
2017 Q1	$8K	Hold	439	–	–	﹤0.01%	812
2016 Q4	$7K	Buy	+439	New	+$7.25K	﹤0.01%	791

Other funds holding TCPC

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

CIM

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Global Retirement Partners's TCPC Position: Q2 2019 in Review

Global Retirement Partners sold out of BlackRock TCP Capital (TCPC) in Q2 2019, closing a stake of 301 shares — an estimated $4K sold.

Global Retirement Partners first reported a position in TCPC in Q4 2016 and held it in 10 quarters. The position peaked at $8K in Q1 2017. 116 funds tracked by Wall St. Rank hold TCPC as of Q2 2019.

Global Retirement Partners reported no remaining BlackRock TCP Capital position as of Q2 2019 after selling out during the quarter.
Global Retirement Partners sold 301 BlackRock TCP Capital shares in Q2 2019, an estimated $4K.
Global Retirement Partners first reported a position in BlackRock TCP Capital in Q4 2016 and held it in 10 quarters.
Global Retirement Partners's BlackRock TCP Capital position peaked at $8K in Q1 2017.
116 funds tracked by Wall St. Rank held BlackRock TCP Capital as of Q2 2019.

Based on Global Retirement Partners's 13F filing for Q2 2019, filed 19 Nov 2019.